At a Glance
- Tasks: Support financial planners by conducting research and preparing reports for high-net-worth clients.
- Company: Award-winning independent financial planning firm in Edinburgh with a collaborative culture.
- Benefits: Competitive salary, hybrid working, and opportunities for professional development.
- Other info: Great career growth potential and a chance to work with experienced professionals.
- Why this job: Join a supportive team and enhance your skills in a dynamic financial planning environment.
- Qualifications: Experience in financial planning or paraplanning, with strong attention to detail.
The predicted salary is between 40500 - 49500 £ per year.
Paraplanner / Junior Paraplanner
Scroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button.
- Edinburgh
- Hybrid Working (3 days office / 2 days home)
MBF Recruitment is partnering with an award-winning independent financial planning firm to recruit a Junior Paraplanner / Paraplanner for its Edinburgh office.
This opportunity is ideally suited to an experienced Financial Planning Administrator looking to move into paraplanning, or a Junior Paraplanner keen to continue developing their technical knowledge within a supportive, high-quality financial planning environment.
Working alongside experienced Financial Planners, you'll support high-net-worth clients throughout the advice process, carrying out technical research, preparing suitability reports, assisting with cashflow modelling and helping deliver excellent client outcomes.
The Role
As part of an experienced and collaborative team, you'll play an important role in supporting Advisers from initial research through to implementing recommendations and ongoing client reviews.
Your responsibilities will include
- Conducting technical research across pensions, investments and protection.
- Preparing suitability reports and recommendation letters.
- Producing illustrations, cashflow models and supporting documentation.
- Assisting with annual reviews, valuations and client review packs.
- Supporting the implementation of recommendations and ensuring compliance documentation is completed accurately.
- Maintaining accurate client records and workflows using the firm's CRM system.
- Liaising with clients, providers and colleagues to ensure a smooth and efficient advice process.
- Attending client meetings when required to provide technical support and take meeting notes.
About You
To be considered, you'll ideally have
- Experience within an IFA or Financial Planning environment.
- Around two years' experience supporting Financial Planners or working within paraplanning or technical administration. xgikmsk
- Experience preparing suitability reports or carrying out technical research would be advantageous.
- The Level 4 Diploma, or good progress towards achieving it.
- Excellent attention to detail, strong organisational skills and...
Paraplanner / Junior Paraplanner 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.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner / Junior Paraplanner
✨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 mbf. Careers. 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 / Junior Paraplanner
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 mbf. Careers.
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 mbf. Careers'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 mbf. Careers
✨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 mbf. Careers.
✨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 mbf. Careers 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 mbf. Careers 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.
