At a Glance
- Tasks: Collaborate with consultants to provide holistic financial planning and tackle complex challenges.
- Company: Join one of the UK's top accountancy firms with a people-first culture.
- Benefits: Competitive salary, 33 days holiday, and award-winning development programmes.
- Other info: Dynamic environment with excellent career growth opportunities and a commitment to nurturing talent.
- Why this job: Make a real impact in Wealth Management while building meaningful client relationships.
- Qualifications: Proactive attitude, strong client service skills, and advanced Microsoft Office experience.
The predicted salary is between 35000 - 45000 £ per year.
Competitive salary, negotiable depending on your experience and expertise.
Are you ready to bring your Paraplanning expertise to a role where your skills and unique perspective can make a lasting impact?
What Sets Us Apart
At MHA, we’re about people first – our people, our clients, and the communities we serve. As one of the UK’s top 15 accountancy firms and a proud member of Baker Tilly International, the 8th largest network in the world, we are a hub of global knowledge with a strong local commitment. Our people-focused approach truly sets us apart. Here, you won’t just be another face in the firm; you’ll be part of an ambitious, driven team dedicated to continuous learning and growth. We invest in our people because they are the foundation of our success. With access to unparalleled resources and award-winning development programmes, you’ll have the freedom to shape your career while making a meaningful impact. We take immense pride in being awarded gold for Investors in People. This recognition reflects our deep commitment to nurturing talent and ensuring every individual feels valued and supported.
Here, You’ll Go Beyond Numbers
We’re looking for a talented Paraplanner who thrives in a dynamic environment and embraces the chance to tackle complex challenges. At MHA, you’ll be surrounded by passionate professionals who are dedicated to making a difference. Your work in Wealth Management will go beyond the numbers – it’s about building meaningful relationships, understanding the businesses, navigating risks, and delivering insights that drive real results.
Main Responsibilities
- Work closely with the consultants to fully understand the client’s objectives, needs and priorities, to provide holistic financial planning for the client.
- Carry out research and consider the bigger picture (e.g. tax implications) to find solutions to objectives, factoring these into suitability letters/reports.
- Proactively look to add value and influence the planning and solution recommended for the client, identifying and highlighting any additional or future planning points as appropriate.
- Liaising with the Operations Manager and Compliance Manager to highlight/discuss any complex, unusual or ambiguous cases.
- Liaising with colleagues in other service lines, as appropriate, to ensure a joined up approach to the holistic planning.
- Work closely with the client service team to gather accurate information required for prepping and planning cases, clearly setting out what is required and timescales.
- Adhering to regulatory requirements, compliance procedures, departmental and firm-wide processes.
- Ensuring a complete and accurate audit trail is maintained at all times.
- Taking ownership for keeping up to date with legislative/regulatory changes/CPD.
- Proactively get involved and contribute ideas as part of continuous improvement. Support and embrace necessary changes. Share best practice and knowledge as appropriate.
- Ensure agreed personal objectives are progressed on a timely basis.
- Provide ‘subject matter expert’ input as appropriate and when requested, and provide appropriate training, direction and support for others where needed.
What We’re Looking For
- Ability to deliver first class client service.
- A proactive and positive approach and the ability to take the initiative.
- Ability to prioritise workload effectively.
- An appreciation and understanding of how other roles within the department are inter-dependent.
- Confidence to discuss cases with the consultant and seek further information as appropriate, to ensure the starting point of any case is fully compliant and objectives are fully understood.
- Confidence to refer complex/unusual/non-compliant cases to the Operations or Compliance Manager.
- Advanced experience using the full Microsoft Office suite.
Rewards That Resonate
You’re more than a number to us; you’re an individual with unique talents and aspirations. Our benefits are designed to support your well-being, foster your professional growth, and recognise your contributions. 33 days holiday.
Paraplanner in London employer: Access Accountancy
At MHA, we prioritise our people, offering a vibrant work culture that fosters continuous learning and professional growth. As a top accountancy firm in the UK, we provide unparalleled resources and award-winning development programmes, ensuring that every Paraplanner can make a meaningful impact while enjoying generous benefits like 33 days of holiday. Join us to be part of a dedicated team where your expertise is valued and your career can flourish.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Access Accountancy. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Access Accountancy.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Access Accountancy's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Access Accountancy
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Access Accountancy.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Access Accountancy will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Access Accountancy employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
