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- Tasks: Provide technical support to advisers through research, analysis, and report writing.
- Company: Join a highly regarded Financial Planning firm with a supportive culture.
- Benefits: Competitive salary up to £50,000, bonus, 25 days holiday, and hybrid working.
- Why this job: Make a real impact in a collaborative team while developing your financial planning skills.
- Qualifications: Hold the Diploma in Financial Planning or equivalent; strong technical knowledge required.
- Other info: Enjoy a friendly environment that values your growth and offers full exam support.
The predicted salary is between 36000 - 60000 £ per year.
Are you an experienced Paraplanner looking to join a highly regarded Financial Planning firm that truly values its people and delivers outstanding client service? We’re working with a successful and well-established Financial Planning firm. The business has a strong name in the region; they are a Chartered business with an excellent reputation. The firm prides itself on its supportive culture, professional development and commitment to providing first-class advice to clients.
This is an exciting opportunity to join a collaborative technical paraplanning team, working directly with two experienced Financial Advisers. You’ll have full administrative support from an in-house team, allowing you to focus on high-quality paraplanning, research and report writing - as well as supporting both advisers and their clients in delivering a truly personal service.
Key Responsibilities:- Provide technical support to advisers through research, analysis and report writing.
- Prepare suitability reports and recommendations.
- Assist with client reviews and financial planning strategies.
- Liaise with advisers, administrators and product providers to ensure a smooth client experience.
- Contribute to maintaining and improving internal processes and technical standards.
- Hold the Diploma in Financial Planning (DipPFS) or equivalent.
- Working towards Chartered status would be advantageous.
- Strong technical knowledge across pensions, investments and protection.
- Excellent communication skills and attention to detail.
- Basic salary to £50,000 (dependent on experience)
- Discretionary annual bonus
- 25 days holiday + bank holidays
- Pension & Death in Service benefits
- Full exam and study support
- Hybrid working: 2 days in the office, 3 days from home
- A genuinely friendly, supportive environment where you’ll be valued and encouraged to grow
If you’re an experienced Paraplanner looking for a role where you can work closely with advisers, focus on quality technical work, and be part of a welcoming and professional team please apply.
Paraplanner - hybrid working in Cardiff employer: mbf.
Contact Detail:
mbf. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - hybrid working in Cardiff
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opening!
✨Tip Number 2
Prepare for those interviews! Research the firm’s values and culture, especially their commitment to client service. Be ready to share how your skills align with their mission and how you can contribute to their supportive environment.
✨Tip Number 3
Showcase your technical skills! Be prepared to discuss your experience with pensions, investments, and protection. Bring examples of your past work, like suitability reports or financial strategies you've developed.
✨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 that extra step to connect with us directly.
We think you need these skills to ace Paraplanner - hybrid working in Cardiff
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your technical knowledge in pensions, investments, and protection, as well as any relevant qualifications like the Diploma in Financial Planning.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for our team. Share specific examples of your past work that demonstrate your ability to provide high-quality paraplanning and support advisers effectively.
Showcase Your Communication Skills: Since excellent communication is key in this role, make sure your application is clear and concise. Use straightforward language and structure your thoughts logically to show us you can communicate effectively with clients and colleagues.
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 about the hiring process.
How to prepare for a job interview at mbf.
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and protection. Being able to discuss these topics confidently will show that you're not just a good fit for the role, but that you’re genuinely passionate about financial planning.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific client situations or challenges. Think of examples from your past experience where you provided excellent support to advisers or clients, and be ready to explain your thought process and the outcomes.
✨Showcase Your Communication Skills
Since this role involves liaising with advisers and clients, practice articulating your thoughts clearly and concisely. You might even want to prepare a few questions to ask during the interview to demonstrate your interest in effective communication and collaboration.
✨Emphasise Your Team Spirit
This firm values a supportive culture, so highlight your ability to work well in a team. Share examples of how you've contributed to a collaborative environment in previous roles, and express your enthusiasm for being part of a friendly, professional team.
