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- Tasks: Conduct research and analysis to support financial advisers in delivering tailored client solutions.
- Company: Join a growing financial planning team with a focus on compliance and quality advice.
- Benefits: Competitive salary, hybrid working, 25 days leave, and a company pension.
- Why this job: Make a real impact by helping clients achieve their financial goals while developing your skills.
- Qualifications: Level 4 Diploma qualified with strong paraplanning experience and knowledge of UK financial products.
- Other info: Dynamic role with opportunities for professional development and career growth.
The predicted salary is between 34000 - 42000 £ per year.
Location: Regional office (Hybrid – minimum 2 days per week in the office)
Job Type: Full-time, Permanent
Overview
We are recruiting for an experienced Paraplanner to join a growing financial planning team. This role will suit a technically strong individual who enjoys working closely with advisers to deliver high-quality, compliant financial advice and tailored client solutions. You will play a key role in the preparation of financial plans, research, and suitability reporting, allowing advisers to focus on client relationships and strategic advice.
Key Responsibilities
- Research & Analysis: You will conduct detailed research across pensions, investments, protection, and other financial products. The role involves analysing fund performance, market trends, and investment strategies, producing cashflow modelling, retirement projections, tax planning, and risk analysis, and maintaining accurate client data within financial planning systems.
- Suitability Reports & Financial Planning: You will draft clear, compliant suitability reports aligned to client objectives and risk profiles. You will prepare personalised financial plans covering investments, pensions, protection, estate planning, and tax efficiency, and use financial planning software to model and present multiple scenarios.
- Regulatory Compliance: You will ensure all advice and documentation meets regulatory and compliance standards, maintain audit-ready client files and accurate records, and identify and mitigate potential compliance risks. You will provide technical support to financial advisers, liaise with providers to obtain information and documentation, assist with complex applications and follow up outstanding client information, and occasionally interact directly with clients to clarify financial details.
- Development: You will keep up to date with regulatory, legislative, and product changes and continue your professional development and technical learning.
Key Skills & Attributes
You will have strong technical paraplanning experience, excellent written and verbal communication skills, high attention to detail, and strong analytical ability. You will be confident using financial planning software, well organised with the ability to manage multiple priorities, client-focused, collaborative, adaptable, and a positive team contributor.
Experience & Qualifications
You will have proven experience supporting financial advisers with cashflow modelling and financial planning, strong knowledge of UK financial products and regulation, and be Level 4 Diploma qualified as a minimum. Working towards Level 6 is desirable.
The role offers a salary of £40,000 – £50,000 depending on experience, hybrid working with a minimum of two days per week in the office, 25 days annual leave plus one wellbeing day, death in service benefit of three times salary, and a company pension at auto-enrolment rates with the option to salary sacrifice.
Paraplanner in Hove employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Hove
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on a Paraplanner role!
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your skills align with their needs. Practise common interview questions, especially around compliance and suitability reporting, so you can showcase your expertise.
✨Tip Number 3
Show off your tech skills! Familiarise yourself with popular financial planning software and be ready to discuss how you've used it in past roles. This will demonstrate your technical prowess and make you stand out as a candidate.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for talented individuals like you. Keep an eye on our job listings and submit your application directly to increase your chances of landing that dream Paraplanner position.
We think you need these skills to ace Paraplanner in Hove
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your technical skills and experience in financial planning, as well as any relevant qualifications. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this role. Share specific examples of your past work that align with the responsibilities listed in the job description. Let your personality shine through!
Showcase Your Attention to Detail: As a Paraplanner, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best work right from the start.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial products, pensions, and compliance regulations. Being able to discuss specific examples of your past research and analysis will show that you're not just familiar with the concepts but can apply them effectively.
✨Prepare Suitability Reports
Since drafting clear and compliant suitability reports is a key part of the role, practice writing a few sample reports before your interview. This will help you articulate your thought process and demonstrate your attention to detail when discussing how you align financial plans with client objectives.
✨Showcase Your Software Skills
Familiarise yourself with the financial planning software commonly used in the industry. If you have experience with specific tools, be ready to discuss how you've used them for cashflow modelling or retirement projections. This will highlight your technical proficiency and readiness to hit the ground running.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to financial planning and compliance. This shows your genuine interest in the role and helps you gauge if the company culture aligns with your values. Plus, it gives you a chance to demonstrate your analytical skills by engaging in a deeper conversation.
