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For Companies At a Glance
- Tasks: Support advisers in delivering high-quality financial planning advice and conduct detailed research.
- Company: Leading UK wealth management firm with a strong reputation and growth opportunities.
- Benefits: Competitive salary, discretionary bonus, comprehensive benefits, and hybrid working.
- Other info: Excellent career progression opportunities, including pathways to leadership roles.
- Why this job: Join a collaborative team and make a real impact in clients' financial futures.
- Qualifications: Experience in paraplanning, strong technical knowledge, and attention to detail.
The predicted salary is between 55000 - 62000 £ per year.
A leading UK wealth management firm is seeking an experienced Senior Paraplanner to join its growing Wealth Planning division. Following a series of recent acquisitions and significant growth in assets under management, the firm is continuing to expand its financial planning capability and is looking to strengthen its Birmingham-based team with an experienced paraplanner who can support advisers in delivering high-quality, holistic financial planning advice to clients.
The Role
Working closely with Senior Wealth Planners, you will provide high-level technical support across a broad range of financial planning areas including pensions, investments, protection and tax planning. You will play a key role in researching solutions, preparing suitability reports, and supporting advisers in delivering tailored advice aligned with clients’ objectives. This is a highly collaborative role within an established paraplanning function and offers the opportunity to work on complex financial planning cases within a well-resourced and professional environment.
Key responsibilities include:
- Conducting detailed research across financial planning products and strategies
- Preparing clear, client-focused suitability reports and technical documentation
- Supporting advisers with cashflow modelling and financial planning analysis
- Assisting in the development of financial planning strategies to meet client objectives
- Acting as a technical reference point within the team
- Mentoring and supporting junior paraplanners and contributing to team development
- Ensuring all work adheres to regulatory and compliance requirements
About You
The ideal candidate will have strong technical knowledge and proven experience providing paraplanning support within a financial planning or wealth management environment. You will likely have:
- RQF Level 4 Diploma in Regulated Financial Planning (or equivalent)
- Experience supporting advisers across investments, pensions, and protection
- Strong suitability report writing and technical research experience
- Experience with cashflow modelling tools
- Excellent attention to detail and analytical skills
- A collaborative approach and interest in supporting junior colleagues
Candidates working towards Chartered Financial Planner status would be particularly well suited to this role.
The Opportunity
This firm has an excellent reputation within the UK wealth management market and continues to invest heavily in its financial planning division. With a large and growing advice team, this role offers genuine long-term career progression, including the potential pathway into team leadership or management responsibilities.
Package
£55,000 to £62,000 base salary, discretionary bonus, comprehensive benefits package including pension, PMI and income protection, hybrid working (typically 3 days in the office after probation).
Technical Paraplanner in Birmingham employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Paraplanner in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector, especially those who work at firms you're interested in. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss pensions, investments, and tax planning confidently. We recommend practising common interview questions with a friend or using mock interview tools.
✨Tip Number 3
Showcase your skills through real-life examples. When discussing your experience, highlight specific projects where you supported advisers or prepared suitability reports. This will demonstrate your value and expertise in the field.
✨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 and engaged with our brand.
We think you need these skills to ace Technical Paraplanner in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your technical knowledge in areas like pensions, investments, and protection to show us you're the right fit for the role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about paraplanning and how your experience aligns with our needs. Be specific about your achievements and how they relate to the responsibilities outlined in the job description.
Showcase Your Research Skills: Since the role involves conducting detailed research, consider including examples of how you've successfully researched financial planning products or strategies in the past. This will demonstrate your analytical skills and attention to detail.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to pensions, investments, and protection. Be ready to discuss specific financial planning strategies and demonstrate your understanding of suitability reports. This will show that you're not just familiar with the concepts but can apply them in real scenarios.
✨Showcase Your Research Skills
Prepare to talk about your experience conducting detailed research across financial products. Bring examples of how you've approached complex cases in the past and the solutions you found. This will highlight your analytical skills and ability to support advisers effectively.
✨Be a Team Player
Since this role is highly collaborative, emphasise your experience working within a team. Share instances where you've mentored junior colleagues or contributed to team development. This will demonstrate your commitment to fostering a supportive work environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to financial planning and how they support their advisers. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values. Plus, it gives you a chance to engage with the interviewers on a deeper level.