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- Tasks: Join a dynamic team as a Paraplanner, preparing reports and supporting financial planners.
- Company: Work with one of the UK's top Financial Planning firms, renowned for its success and awards.
- Benefits: Enjoy hybrid working, generous holidays, private medical insurance, and a supportive training environment.
- Why this job: This role offers flexibility, career growth, and the chance to make a real impact in finance.
- Qualifications: Must have experience in Wealth Management and hold a Diploma in Financial Planning.
- Other info: Full support for further qualifications and all necessary tech provided for remote work.
The predicted salary is between 38400 - 57600 £ per year.
We are working with one of the UKs largest and most successful Financial Planning & Investment Management organisations to recruit an experienced Paraplanner. Our client is a leading name in the market, they have won multiple awards and are a fantastic business to work for. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home up to 4 days a week.
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.
Responsibilities will include:
- Prepare complex suitability reports across a wide range of advice types, financial products, and investment solutions
- Carry out any necessary technical research
- Ensure client records contain sufficient information
- Work with the financial planner to ensure the correct client outcome is achieved
- Support the financial planner with technical matters
- Work closely with the administration team to ensure a high level of service is being provided to clients
Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation.
If you do choose to take advantage of the option to work from home, 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 package details:
- Salary to £48,000
- Annual discretionary bonus
- Excellent Pension
- Group Life Assurance
- Group Income Protection
- Private Medical Insurance
- Employee Assistant Programme
- Generous Holiday Allowance
- Flexibens Package
This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams. You will be joining a well-known and highly respected organisation with excellent career development opportunities.
Paraplanner - Hybrid working: 1 day in office & 4 days WFH employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Hybrid working: 1 day in office & 4 days WFH
✨Tip Number 1
Network with professionals in the financial planning industry. Attend relevant events or join online forums to connect with current Paraplanners and Financial Planners. This can give you insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest financial products and investment solutions. Being knowledgeable about current trends and offerings will help you stand out during interviews and demonstrate your commitment to the field.
✨Tip Number 3
Prepare for technical questions related to paraplanning. Brush up on your skills in preparing suitability reports and conducting technical research, as these are key responsibilities of the role.
✨Tip Number 4
Showcase your ability to work collaboratively. Highlight any past experiences where you've successfully worked with financial planners or administrative teams, as this is crucial for the role at StudySmarter.
We think you need these skills to ace Paraplanner - Hybrid working: 1 day in office & 4 days WFH
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in paraplanning and wealth management. Emphasise any relevant qualifications, such as the Diploma in Financial Planning, and showcase your technical skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the responsibilities mentioned in the job description. Explain how your previous experience has prepared you for the role and express your enthusiasm for working with a leading financial planning organisation.
Highlight Technical Skills: Since the role involves preparing complex suitability reports and conducting technical research, be sure to mention any specific software or tools you are proficient in. This will demonstrate your capability to support the financial planners effectively.
Showcase Team Collaboration: The job requires close collaboration with financial planners and administrators. Include examples in your application that illustrate your ability to work well in a team and how you have contributed to achieving client outcomes in previous roles.
How to prepare for a job interview at mbf
✨Know Your Technical Stuff
As a Paraplanner, you'll need to demonstrate your technical knowledge during the interview. Brush up on financial products, investment solutions, and suitability reports. Be prepared to discuss how you've applied this knowledge in previous roles.
✨Showcase Your Teamwork Skills
This role involves working closely with Financial Planners and Administrators. Highlight your experience in collaborative environments and provide examples of how you've successfully supported teams in achieving client outcomes.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about past experiences where you had to conduct technical research or prepare complex reports, and be ready to explain your thought process.
✨Emphasise Your Commitment to Development
The organisation values training and development, so express your eagerness to further your qualifications. Discuss any relevant courses or certifications you plan to pursue, and how they align with your career goals.
