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- Tasks: Support Senior Financial Planners with technical paraplanning tasks from the comfort of your home.
- Company: Join one of the UK's largest and most successful Financial Planning organisations.
- Benefits: Enjoy a competitive salary up to £47,000, bonuses, and all necessary tech for remote work.
- Why this job: Be part of a reputable company that values its staff and offers a supportive culture.
- Qualifications: Must hold a Diploma in Financial Planning and have 3+ years of paraplanning experience.
- Other info: Work from home regularly with full support and resources provided.
The predicted salary is between 28200 - 47000 £ per year.
100% Home Based - UK only
Salary negotiable to £47,000 plus bonus and benefits
MBF are working with one of the UKs largest & most successful Financial Planning organisations to recruit an experienced Home Based Paraplanner. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support.
Due to the technical nature of the role, only individuals that hold the Diploma in Financial Planning as a minimum will be considered. You will also ideally have 3+ years experience working within a Paraplanning capacity.
If you do choose to take advantage of the option to work from home on a regular basis, you will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office.
The client is offering a very competitive package including basic salary to £47,000 + bonus and excellent company benefits. This is an excellent opportunity to join a reputable Financial Planning organisation that value their staff.
Paraplanner - Home based employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Home based
✨Tip Number 1
Network with professionals in the financial planning industry. Attend webinars, join relevant LinkedIn groups, and connect with current Paraplanners to gain insights and potentially get referrals for the position.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning. This will not only enhance your knowledge but also demonstrate your commitment to staying updated during interviews.
✨Tip Number 3
Prepare to discuss specific examples of your paraplanning experience. Think about challenges you've faced and how you overcame them, as well as successful projects you've contributed to, to showcase your expertise.
✨Tip Number 4
Research the company thoroughly. Understand their values, culture, and the services they offer. Tailoring your conversation to align with their mission can make a strong impression during interviews.
We think you need these skills to ace Paraplanner - Home based
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in paraplanning and any relevant qualifications, such as the Diploma in Financial Planning. Use specific examples to demonstrate your skills and achievements in previous roles.
Craft a Compelling Cover Letter: Write a cover letter that explains why you are interested in the Paraplanner position and how your background aligns with the company's needs. Mention your 3+ years of experience and your ability to work closely with Senior Financial Planners.
Highlight Technical Skills: Since the role requires technical paraplanning support, emphasise your technical skills and knowledge in financial planning. Include any software or tools you are proficient in that would be beneficial for the role.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at mbf
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your understanding of financial planning concepts. Brush up on key topics and be prepared to discuss how you've applied your knowledge in previous roles.
✨Highlight Relevant Experience
With a requirement of 3+ years in a Paraplanning capacity, make sure to share specific examples from your past work that showcase your skills and contributions. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Prepare Questions for the Interviewers
Interviews are a two-way street. Prepare insightful questions about the company's culture, team dynamics, and expectations for the role. This shows your genuine interest and helps you assess if it's the right fit for you.
✨Demonstrate Your Ability to Work Remotely
Since this is a home-based position, be ready to discuss your experience with remote work. Highlight your self-discipline, time management skills, and any tools or strategies you use to stay productive while working from home.
