At a Glance
- Tasks: Provide holistic financial planning and tackle complex challenges in Wealth Management.
- Company: Join one of the UK’s top 15 accountancy firms with a people-first culture.
- Benefits: 33 days holiday, competitive salary, employee recognition awards, and wellness support.
- Other info: Be part of a supportive team that values continuous learning and innovation.
- Why this job: Make a lasting impact while growing your career in a dynamic environment.
- Qualifications: Proactive attitude, client service skills, and advanced Microsoft Office experience.
The predicted salary is between 40000 - 50000 £ 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-dependant.
- 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 inc. bank holidays, plus the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days).
- Competitive salary package.
- Employee recognition awards: Outstanding Performance Award Bonus and other recognition initiatives.
- New and improved programme for succession planning and supportive management structure to help you realise your potential.
- Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family.
- And lots more!
Are You Ready to Elevate Your Career?
Apply now and be part of a team that celebrates diversity, champions innovation, and prioritises your success!
Paraplanner - Wealth Planning & Client Impact employer: Access Accountancy
At MHA, we prioritise our people, offering a supportive and dynamic work environment where your Paraplanning expertise can truly shine. With a competitive salary, generous benefits including 33 days of holiday, and a commitment to professional development through award-winning programmes, you will have the opportunity to grow your career while making a meaningful impact in Wealth Management. Join a team that values diversity, innovation, and continuous learning, all within one of the UK's top accountancy firms.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner - Wealth Planning & Client Impact
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and join relevant online groups. You never know who might have the inside scoop on a job opening or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. This will help you showcase why you're the perfect fit for their team.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and how it relates to the role of a Paraplanner. Highlight your skills in client service and financial planning to make a lasting impression.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Paraplanner - Wealth Planning & Client Impact
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your relevant experience and skills that align with the job description, showing us why you're the perfect fit!
Showcase Your Expertise:Don’t hold back on sharing your Paraplanning knowledge! Use specific examples from your past work to demonstrate how you've tackled complex challenges and delivered results for clients.
Keep It Professional Yet Personal:While we love a professional tone, don’t forget to let your personality shine through. We’re all about people here, so a touch of authenticity can make your application stand out!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!
How to prepare for a job interview at Access Accountancy
✨Know Your Stuff
Make sure you brush up on your paraplanning knowledge and the specific responsibilities outlined in the job description. Understand the importance of holistic financial planning and be ready to discuss how you've tackled complex cases in the past.
✨Show Your People Skills
Since this role is all about building meaningful relationships, be prepared to share examples of how you've successfully collaborated with clients and colleagues. Highlight your proactive approach and ability to understand client needs.
✨Be Ready for Compliance Questions
Given the emphasis on regulatory requirements and compliance procedures, expect questions around these topics. Familiarise yourself with current legislation and be ready to discuss how you ensure compliance in your work.
✨Demonstrate Continuous Improvement
MHA values a culture of continuous learning and improvement. Be prepared to talk about how you've contributed to process improvements in previous roles and how you stay updated with industry changes. This shows you're not just about numbers but also about making a real impact.
