Paraplanner
Knutsford | Hybrid working |
Competitive salary and excellent benefits
An established Chartered Financial Planning firm in Knutsford is looking to expand its highly valued Paraplanning team as part of ambitious growth plans over the next five years.
The company provides financial planning to high-net-worth individuals and has built an excellent reputation for professionalism, technical expertise and client service.
Paraplanners play an important role within the advice process and work closely with experienced, client-facing Financial Planners. The successful candidate will conduct detailed research, analyse client information and produce clear, technically accurate suitability reports.
The role
- Receive and interpret instructions following client meetings
- Analyse clients’ circumstances, needs and objectives
- Conduct pension, investment and product research
- Develop appropriate financial planning solutions
- Prepare suitability reports, illustrations and supporting documentation
- Maintain clear records of all research undertaken
- Prepare existing client files for ongoing reviews
- Ensure client files remain accurate and compliant
- Work closely with Financial Planners and the wider Paraplanning team
- Contribute to the continued development of the firm’s advice process
The successful candidate
- At least two years’ experience in a Paraplanning role
- Level 4 Diploma in Financial Planning
- Strong pensions and investment knowledge
- Experience producing professional and technically detailed suitability reports
- A clear understanding of the financial planning process
- The ability to manage competing priorities and work without close supervision
- A good understanding of compliance requirements
- A positive, self-driven and collaborative approach
Package
- Competitive salary based on experience and qualifications
- Hybrid working with two days per week from home
- 25 days’ annual leave
- Employer pension contributions
- Four times salary death-in-service benefit
- Free parking
- Support for continued professional development
- Longer-term progression within a growing Chartered firm
This is an excellent opportunity to join a supportive and ambitious business where Paraplanning is recognised as a central part of delivering high-quality client outcomes.
Paraplanner in Knutsford employer: mbf. Careers
Join one of Scotland’s fastest-growing financial planning businesses, where you will thrive in a supportive and professional environment that values both personal and professional growth. With a commitment to providing high-quality advice and a strong focus on employee development, this independently owned practice offers excellent benefits, including financial support for industry qualifications and genuine opportunities for career progression. Experience the unique blend of a boutique firm's values with the resources of a larger organisation, all while working in the vibrant city of Edinburgh.
