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- Tasks: Support Managing Partners with research and client engagement in financial planning.
- Company: Join a respected boutique financial advisory firm with a friendly team atmosphere.
- Benefits: Enjoy hybrid working, competitive salary, bonuses, and great company perks.
- Why this job: Make a real impact in client relationships and strategic decisions from day one.
- Qualifications: Level 4 Diploma qualified or working towards it, with Paraplanning experience.
- Other info: Be part of a close-knit team where your contributions truly matter.
The predicted salary is between 36000 - 60000 £ per year.
Are you an experienced Paraplanner looking for a role where you can truly make an impact? Our client, a highly regarded boutique independent financial advisory firm, is seeking a dedicated Paraplanner to join their close-knit and friendly team.
The opportunity:
- This is a unique chance to work closely with the firm’s two Managing Partners, playing an integral role in the advice process from day one.
- You will have direct client exposure and the opportunity to be a key part of the business.
What you’ll be doing:
- Providing comprehensive technical support to the Managing Partners.
- Preparing detailed research, suitability reports, and financial planning recommendations.
- Engaging with clients regularly, ensuring they receive a highly personal and tailored service.
- Collaborating with an in-house administrator, allowing you to focus on the technical aspects of financial planning.
Why join?
- Boutique, independent firm - work in a tight-knit team where your contributions matter.
- Direct involvement in client advice - build strong client relationships from the start.
- Supportive environment - work closely with experienced Directors and be part of strategic decision-making.
- Career growth - an opportunity to develop within an established, high-quality firm.
- Competitive basic salary, bonus and good company benefits.
- Hybrid working after probation period - 3 days in the office & 2 from home or vice versa.
What we’re looking for:
- Level 4 Diploma qualified (or working towards).
- Experience as a Paraplanner in an IFA/Wealth Management environment.
- Strong technical knowledge across pensions, investments, and tax planning.
- A proactive and collaborative approach, with excellent communication skills.
This is a great opportunity to join a professional practice where you will be an integral part of the business and client journey.
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Hybrid working (Exeter)
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who work in boutique firms. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Research the specific financial products and services offered by the firm. Familiarise yourself with their approach to client relationships and how they differentiate themselves from larger firms, as this knowledge will help you stand out during interviews.
✨Tip Number 3
Prepare to discuss your previous experience in detail, particularly any instances where you've provided technical support or collaborated closely with senior advisors. Highlight your ability to build strong client relationships and how you've contributed to a team environment.
✨Tip Number 4
Demonstrate your proactive approach by preparing insightful questions about the firm's future direction and how you can contribute to their goals. This shows your genuine interest in the role and your commitment to being an integral part of their team.
We think you need these skills to ace Paraplanner - Hybrid working (Exeter)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, especially in an IFA or Wealth Management environment. Emphasise your Level 4 Diploma qualification and any relevant technical knowledge in pensions, investments, and tax planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the firm. Mention how your proactive and collaborative approach aligns with their team culture and how you can contribute to client relationships from day one.
Highlight Relevant Experience: In your application, provide specific examples of your previous work that demonstrate your ability to prepare detailed research, suitability reports, and financial planning recommendations. This will show your potential employer that you can hit the ground running.
Showcase Communication Skills: Since excellent communication skills are essential for this role, include instances where you've successfully engaged with clients or collaborated with colleagues. This will help illustrate your fit for the supportive environment they offer.
How to prepare for a job interview at mbf
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your strong technical knowledge across pensions, investments, and tax planning. Be prepared to discuss specific examples from your previous experience that highlight your expertise in these areas.
✨Emphasise Client Engagement Skills
Since this role involves direct client exposure, it's crucial to showcase your ability to build strong relationships. Share instances where you've successfully engaged with clients and provided tailored financial advice.
✨Prepare for Collaborative Scenarios
The job requires a proactive and collaborative approach. Think of examples where you've worked closely with colleagues or clients to achieve a common goal, and be ready to discuss how you can contribute to the team dynamic.
✨Express Your Career Aspirations
This position offers opportunities for career growth within a supportive environment. Be sure to articulate your long-term career goals and how they align with the firm's vision, showing that you're committed to developing within the company.
