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- Tasks: Support financial planners by preparing reports and conducting research for tailored solutions.
- Company: Join a respected firm known for its collaborative culture and commitment to employee wellbeing.
- Benefits: Enjoy a salary up to £50,000, bonuses, generous holidays, and hybrid working options.
- Why this job: Be part of a supportive team with opportunities for professional growth in a thriving environment.
- Qualifications: Level 4 Diploma qualified or working towards it, with experience in Paraplanning and strong technical knowledge.
- Other info: Flexible working arrangements allow you to balance office and home life.
The predicted salary is between 36000 - 60000 £ per year.
Paraplanner – Bath, England, United Kingdom This is an excellent opportunity to join a leading national financial planning practice in Bath. The role provides high-quality technical support to a team of Financial Planners and their clients, with variety, professional challenge and the chance to make a real impact. Responsibilities Prepare detailed, client-focused financial planning reports and recommendations Support Financial Planners in client meetings and annual reviews Conduct technical research across pensions, investments and tax planning Ensure all advice and documentation meet regulatory and compliance standards Manage workload effectively to support the smooth running of the team Requirements Level 4 Diploma in Financial Planning (or working towards) Previous paraplanning experience within a financial planning or wealth management environment Strong technical knowledge across pensions, investments, and tax planning Excellent attention to detail and organisational skills A proactive, professional, and collaborative approach Package on offer Basic salary up to £45,000 Discretionary annual bonus Hybrid working – 2 days in the office, 3 days from home Competitive company benefits package including pension, life cover, income protection, and more Ongoing professional development and exam support This is a fantastic opportunity to join a highly regarded firm that values its employees, offers long-term career prospects and encourages progression within the business. Additional information Location: Bath, England, United Kingdom #J-18808-Ljbffr
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Hybrid Working
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local events or join online forums where you can connect with current Paraplanners and financial advisers. This can give you insights into the company culture and potentially lead to referrals.
✨Tip Number 2
Stay updated on the latest industry regulations and trends. Subscribe to financial planning newsletters or follow relevant blogs. Demonstrating your knowledge during interviews can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss specific examples of your previous work as a Paraplanner. Think about how you've successfully supported financial planners in the past, and be ready to share these experiences in a conversational manner during interviews.
✨Tip Number 4
Familiarise yourself with the company's values and mission. Tailor your conversations to reflect how your personal values align with theirs, especially regarding client care and professional development, which are key aspects of their culture.
We think you need these skills to ace Paraplanner - Hybrid Working
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, focusing on your technical knowledge in pensions, investments, and tax planning. Use specific examples to demonstrate your skills in preparing suitability reports and conducting research.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the role and the company’s values. Emphasise your commitment to client care and your ability to work collaboratively within a team. Mention your Level 4 Diploma qualification and any relevant experience.
Showcase Your Analytical Skills: In your application, provide examples of how you have successfully conducted research and analysis in previous roles. Highlight any specific financial strategies or planning solutions you have developed that align with client objectives.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. Ensure that your documents are clear, concise, and professional, reflecting the high standards expected in the financial planning industry.
How to prepare for a job interview at mbf
✨Showcase Your Technical Knowledge
As a Paraplanner, it's crucial to demonstrate your strong technical knowledge across pensions, investments, and tax planning. Be prepared to discuss specific examples from your experience that highlight your expertise in these areas.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions where you may need to outline how you would handle specific client situations or challenges. Practising these scenarios can help you articulate your thought process and problem-solving skills effectively.
✨Emphasise Your Attention to Detail
Given the importance of accuracy in preparing suitability reports and financial recommendations, be ready to discuss how you ensure attention to detail in your work. Share examples of how this has positively impacted your previous roles.
✨Demonstrate Your Team Spirit
Since the role involves working closely with advisers and administrators, highlight your collaborative skills. Share experiences where you've successfully worked as part of a team to achieve common goals, showcasing your ability to fit into their supportive culture.
