Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Prepare detailed research and financial planning recommendations while collaborating with an in-house administrator.
- Company: Join a highly regarded boutique independent financial advisory firm with a friendly team culture.
- Benefits: Enjoy competitive salary, bonuses, and hybrid working options after probation.
- Why this job: Make a real impact in a supportive environment with opportunities for career growth.
- Qualifications: Experience as a Paraplanner in IFA/Wealth Management with strong technical knowledge required.
- Other info: Focus on the technical aspects of financial planning in a close-knit team.
The predicted salary is between 28800 - 48000 £ 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.
- Preparing detailed research, suitability reports, and financial planning recommendations.
- Collaborating with an in-house administrator, allowing you to focus on the technical aspects of financial planning.
- 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.
- Experience as a Paraplanner in an IFA/Wealth Management environment.
- Strong technical knowledge across pensions, investments, and tax planning.
Locations
FINANCIAL PLANNING PARAPLANNER employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land FINANCIAL PLANNING PARAPLANNER
✨Tip Number 1
Network with professionals in the financial advisory sector. Attend industry events or join relevant online forums to connect with current Paraplanners and learn about their experiences. This can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 2
Stay updated on the latest trends and regulations in financial planning. Subscribe to industry newsletters or follow thought leaders on social media. Demonstrating your knowledge during conversations can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your previous experience that highlight your technical skills in pensions, investments, and tax planning. Being able to articulate your contributions will show your potential employer that you can make an impact.
✨Tip Number 4
Research the firm thoroughly before your interview. Understand their values, services, and client base. Tailoring your conversation to align with their mission can demonstrate your genuine interest in the role and the company.
We think you need these skills to ace FINANCIAL PLANNING PARAPLANNER
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 technical knowledge in pensions, investments, and tax planning to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your desire to make an impact within a close-knit team. Mention specific experiences that demonstrate your ability to prepare detailed research and suitability reports.
Highlight Collaboration Skills: Since the role involves working closely with an in-house administrator, be sure to mention any previous collaborative experiences. This will show that you can effectively work as part of a team while focusing on technical aspects.
Showcase Career Growth Aspirations: Express your enthusiasm for career development in your application. Mention how you see yourself growing within the firm and contributing to its success, which aligns with their focus on providing opportunities for advancement.
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.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to create detailed research and suitability reports. Practise articulating your thought process and the steps you would take to address various financial planning situations.
✨Emphasise Team Collaboration
Since this role involves collaborating with an in-house administrator, be ready to discuss your experience working in a team environment. Highlight how you’ve successfully collaborated with others to achieve common goals in your previous roles.
✨Express Your Career Aspirations
This position offers career growth within a high-quality firm. Make sure to express your enthusiasm for professional development and how you see yourself growing within the company. This shows your commitment and long-term interest in the role.
