At a Glance
- Tasks: Manage office operations and support financial planners with technical case preparation.
- Company: Respected independent financial planning firm with a strong reputation.
- Benefits: Competitive salary, 24 days holiday, enhanced pension contributions, and career progression.
- Other info: Opportunity to play a significant role in a respected firm.
- Why this job: Join a growing team and make a real impact in a supportive environment.
- Qualifications: 5+ years in Financial Services, Level 4 Diploma, and managerial experience.
The predicted salary is between 55000 - 65000 € per year.
A long-established and highly regarded independent financial planning firm based in Bourne End is seeking an experienced Office Manager / Senior Paraplanner to join its growing team. This is a rare opportunity to join a respected boutique wealth management firm in a broad and influential position combining technical paraplanning responsibilities with operational oversight and team management. The firm has built an excellent reputation over more than 26 years by delivering high-quality, jargon-free financial advice alongside outstanding client service. With a loyal and long-standing client bank, they are now looking for an experienced financial services professional to help support the next phase of the firm's growth.
The Role
- Writing and reviewing complex suitability reports
- Managing the advice process through to completion
- Supporting Financial Planners with technical case preparation
- Overseeing day-to-day office operations
- Supervising and mentoring administrators/paraplanners
- Ensuring high standards of compliance and client servicing
The successful candidate will become a key member of the business, helping to maintain operational efficiency while supporting the delivery of exceptional advice and service to clients.
Candidate Requirements
- Minimum 5 years' experience within Financial Services
- Level 4 Diploma qualified (DipPFS or equivalent)
- Previous Senior Paraplanning experience
- Managerial or supervisory experience
- Strong technical knowledge across financial planning
- Experience using Intelligent Office (I.O.) and industry platforms
- Excellent communication and organisational skills
- High attention to detail and a proactive approach
What's on Offer
- £55,000 – £65,000 salary depending on experience
- Full-time permanent position
- Friendly and supportive working environment
- 24 days holiday plus bank holidays
- Enhanced employer pension contributions
- Long-term progression and the opportunity to play a significant role within a respected independent firm
For further information or to express interest in the opportunity, please apply or get in touch directly.
Office Manager / Senior Paraplanner in Bourne End employer: mbf
Join a highly regarded independent financial planning firm in Bourne End, where you will thrive in a supportive and friendly work environment. With a commitment to employee growth, you will have the opportunity to play a significant role in the firm's success while enjoying competitive benefits such as enhanced pension contributions and generous holiday allowances. This is an excellent opportunity for those seeking meaningful employment in a boutique wealth management setting that values high-quality service and operational excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Office Manager / Senior Paraplanner in Bourne End
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company thoroughly. Understand their values, culture, and recent achievements. This will help you tailor your responses and show them you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice your interview skills with a friend or mentor. Get comfortable discussing your experience and how it aligns with the Office Manager / Senior Paraplanner role. The more you practice, the more confident you'll feel when it counts!
✨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 take the initiative to connect directly with us.
We think you need these skills to ace Office Manager / Senior Paraplanner in Bourne End
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial services background and any managerial roles you've held, as this will show us you're a great fit for the Office Manager / Senior Paraplanner position.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about joining our team and how your experience aligns with our values of delivering high-quality, jargon-free financial advice. Keep it concise but impactful!
Showcase Your Technical Skills:Since we’re looking for someone with strong technical knowledge, don’t forget to mention your experience with Intelligent Office (I.O.) and any other relevant platforms. This will help us see how you can hit the ground running in the role.
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 from our team. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning. Be ready to discuss complex suitability reports and the advice process, as these are key aspects of the role. Familiarity with Intelligent Office (I.O.) will also give you an edge.
✨Showcase Your Experience
Highlight your previous experience in financial services, especially any managerial or supervisory roles. Prepare specific examples of how you've mentored others or improved operational efficiency in past positions to demonstrate your leadership skills.
✨Be Client-Focused
Since the firm prides itself on delivering high-quality, jargon-free advice, be prepared to discuss how you ensure exceptional client service. Share examples of how you've maintained high standards of compliance and client satisfaction in your previous roles.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's growth plans and team dynamics. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values. It’s a great way to engage with the interviewers!
