Hybrid Paraplanner – Tech‑Driven Financial Planning
Job in
Sheffield, South Yorkshire, S5, England, UK
Listed on 2026-07-30
Listing for:
mbf.
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant
Job Description & How to Apply Below
mbf. is expanding its technical team in Bath and is seeking an experienced Paraplanner to support Financial Advisers with holistic financial planning.
You will prepare high-quality suitability reports and perform technical analysis across pensions, investments, trusts and IHT planning. The role offers hybrid working (2 days in the office), salary circa £40,000 with up to 10% bonus, and strong commitment to professional development and progression within a collaborative, client-focused
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