At a Glance
- Tasks: Support financial advisers by producing reports and conducting detailed research.
- Company: Reputable financial planning firm with a commitment to client outcomes.
- Benefits: Competitive salary, bonus potential, hybrid working, and professional development support.
- Other info: Clear career progression opportunities in a supportive culture.
- Why this job: Join a progressive team and enhance your paraplanning skills in a collaborative environment.
- Qualifications: Level 4 Diploma in Financial Planning or working towards it, plus paraplanning experience.
The predicted salary is between 40000 - 50000 £ per year.
Our client is a well-established and highly regarded financial planning firm that has experienced significant growth in recent years. Through a combination of strategic expansion and a strong commitment to client outcomes, they have built a reputation for delivering high-quality, tailored advice. With continued growth plans in place, they are now looking to strengthen their technical team by adding an experienced Paraplanner to their Bath office. This is an excellent opportunity to join a forward-thinking business that genuinely invests in its people. You will be part of a collaborative and professional environment where technical excellence is valued, and career progression is actively supported.
The Role:
Working closely with Financial Advisers, you will play a key role in supporting the delivery of holistic financial planning advice. This position offers a broad range of responsibilities and the opportunity to further develop your technical expertise across multiple areas of financial planning.
Key Responsibilities:
- Producing high-quality suitability reports and supporting documentation
- Conducting detailed research to identify suitable financial planning solutions
- Providing technical support to advisers across pensions, investments, trusts, and IHT planning
- Preparing client review documentation, including investment and pension analysis
- Undertaking cashflow modelling and supporting client strategy discussions
- Performing technical calculations including CGT, pension benefits, and bond withdrawals
- Ensuring all client work is compliant with FCA requirements and internal standards
- Collaborating with advisers to fully understand client objectives and deliver appropriate recommendations
About You:
- Level 4 Diploma in Financial Planning (or actively working towards)
- Experience within a paraplanning role, supporting financial advisers
- Strong report writing and technical analysis skills
- Good understanding of financial planning processes and regulatory requirements
- Highly organised with the ability to manage multiple priorities
- A proactive and team-oriented approach
What’s on Offer:
- Salary circa £40,000 depending on experience
- Bonus potential of up to 10%
- Hybrid working (2 days in the office)
- Full support with professional qualifications and ongoing development
- Clear progression opportunities within a growing and successful firm
- A supportive, collaborative working culture
If you are looking to join a progressive firm where you can continue to develop your paraplanning career and take on more technical responsibility, this opportunity is well worth exploring.
Paraplanner - 2 days per week in office in Bath employer: mbf
Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner - 2 days per week in office in Bath
✨Connect with Campus Reps
If you're looking for part-time work in banking, try to connect with your university's career services and campus representatives from banks. They often host recruitment events or provide exclusive job listings, which can give you a leg up in the application process.
✨Get Involved in Financial Societies
Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.
✨Use LinkedIn for Hidden Gems
Keep an eye on LinkedIn for part-time opportunities at banks, specifically targeting roles like customer service or administrative support. Companies like mbf often post openings there first, so be on the lookout and don’t forget to engage with their content!
✨Showcase Your Skills Directly
When applying for a part-time role, consider creating a simple portfolio that highlights your finance-related skills or projects. Whether it's a personal finance blog, a financial analysis you've done, or any relevant coursework, having this ready can impress hiring managers at mbf.
We think you need these skills to ace Paraplanner - 2 days per week in office in Bath
Some tips for your application 🫡
Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!
Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at mbf and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!
Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!
Keep It Professional Yet Personal:While you want to keep a professional tone, don’t be afraid to inject a bit of your personality into your application. Especially for a part-time role, we’re looking for someone who's not just skilled but also a good fit for the team at mbf. A little light-heartedness can go a long way!
How to prepare for a job interview at mbf
✨Brush Up on Your Numbers
For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.
✨Know Your Financial Products
Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!
✨Flexibility and Commitment are Key
Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.
✨Showcase Your Portfolio of Experience
Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!
