Paraplanner (Pensions) (Permanent) in Basingstoke, Hampshire

Paraplanner (Pensions) (Permanent) in Basingstoke, Hampshire

Basingstoke +1 Full-Time No working from home possible
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Job Description Our client is a national, market-leading financial planning organisation with offices across the UK and an exceptional reputation within the industry. Due to continued growth, they are looking to appoint a Junior Paraplanner to join their team. This is an excellent opportunity for someone looking to take the next step in their financial planning career, offering the chance to work alongside experienced Senior Paraplanners and Financial Planners within a highly respected organisation. The successful candidate will provide senior administrative and lower-level paraplanning support to Senior Paraplanners, Financial Planners and clients, gaining valuable exposure across the financial planning process and developing their technical knowledge and paraplanning skills. As a Junior Paraplanner, you will work closely with Senior Paraplanners and Financial Planners, supporting the delivery of a high-quality service to clients. Providing administrative and lower-level paraplanning support to Senior Paraplanners and Financial Planners. Assisting with the preparation of financial planning and client documentation. Undertaking research and analysis as required. Liaising with internal teams and helping to ensure client requirements are dealt with accurately and efficiently. Developing your technical knowledge and paraplanning capability through structured training and on-the-job experience. Our client is open to candidates at different stages of their career and would ideally suit someone who is already working as a Junior or Trainee Paraplanner and has gained some experience undertaking paraplanning duties. They would also consider an experienced Senior IFA Administrator who has completed some RO exams or similar qualifications and is now looking to move into a paraplanning position and take the next step in their career. Some experience within financial services, ideally within an IFA, financial planning or wealth management environment. Exposure to paraplanning, financial planning administration or a similar role. An interest in developing a long-term career within financial planning. This is a fantastic opportunity to join a market-leading organisation with an exceptional reputation, where you will receive the support, training and development needed to build a successful career in paraplanning. The organisation places a strong emphasis on career development and will provide full support for professional examinations, with the opportunity to work towards the Diploma in Financial Planning and progress your career within the business. In addition to excellent long-term career prospects, you will benefit from: ~ Discretionary performance-related bonus ~ Hybrid working ~ Private Medical Insurance ~ Attractive Employee Pension Scheme ~25 days annual leave + additional holiday and options to buy and sell ~ Life Assurance ~ A wide range of flexible benefits to choose from If you are a Junior/Trainee Paraplanner looking to develop your career, or an experienced IFA Administrator with some RO exams who is ready to take the next step, this could be an excellent opportunity to join a highly respected, market-leading organisation with genuine opportunities for progression.

Locations

BasingstokeHampshire

Paraplanner (Pensions) (Permanent) in Basingstoke, Hampshire employer: mbf

MBF in Leeds is an exceptional employer, offering a dynamic work culture that fosters collaboration and professional growth within the private wealth sector. With a commitment to employee development, including study support for further qualifications, and a prime office location in the heart of Leeds city centre, we provide a rewarding environment where your expertise in paraplanning can truly thrive.

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Contact Details:

mbf Recruitment Team