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- Tasks: Support advisers by preparing client documents and managing onboarding processes.
- Company: Join a prestigious wealth management firm in London with a focus on growth and collaboration.
- Benefits: Enjoy hybrid working, competitive salary, annual bonuses, and generous holiday allowance.
- Why this job: Make a real impact in financial planning while developing your career in a supportive environment.
- Qualifications: 2-3 years in financial services; strong report writing and attention to detail required.
- Other info: Opportunity for permanent position and professional development in a dynamic team.
The predicted salary is between 30000 - 42000 £ per year.
An exciting opportunity has arisen for a Junior Paraplanner to join a prestigious wealth management firm. Based in London, this role supports a close-knit team of advisers and offers the potential to transition into a permanent position.
This is a great opportunity for someone with a passion for high-quality financial planning and client service to join a supportive and professional environment that values growth and collaboration.
Key Responsibilities:- Prepare Statements of Suitability (SOS) following client meetings and ensure timely completion of review documentation.
- Produce new business reports for ISA/GIA top-ups, pension transfers, fund switches, and withdrawals.
- Assist in client onboarding and new business processing using CRM systems (Xplan).
- Maintain accurate and compliant advice files and ensure the highest standards of documentation and service.
- Act as a point of contact for clients, providing updates and handling queries.
- Support with data management, adviser pipeline, and post-meeting tasks.
- Contribute to operational improvements and process enhancements across systems like Xplan.
- 2-3 years of experience within financial services, ideally in paraplanning or adviser support.
- Strong report writing and excellent attention to detail.
- A solid understanding of pensions, investments, and financial planning products.
- Organised, proactive, and capable of managing multiple tasks in a fast-paced environment.
- Comfortable using Microsoft Office and CRM systems (experience with Xplan is highly desirable).
- Industry qualifications (e.g. CII Level 4 Diploma in Financial Planning) are desirable but not essential.
- Competitive salary up to £42,000
- Annual bonus scheme
- Hybrid working setup (3 days in the office)
- Private healthcare, income protection, and life assurance
- Generous pension contribution (6% ER or 8% ER / 2% EE)
- 27 days holiday + bank holidays
- Supportive working culture with opportunities for professional development
If you’re looking to join a progressive firm where you can make a tangible impact and further your paraplanning career, we’d love to hear from you.
Junior Paraplanner employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work in paraplanning or adviser support. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with CRM systems, particularly Xplan, as this is highly desirable for the role. Consider taking online courses or tutorials to enhance your skills and demonstrate your commitment to mastering the tools used in the industry.
✨Tip Number 3
Stay updated on the latest trends and regulations in financial planning and investment products. This knowledge will not only help you in interviews but also show your passion for the field and your readiness to contribute effectively from day one.
✨Tip Number 4
Prepare to discuss your experience in report writing and attention to detail during interviews. Have specific examples ready that showcase your ability to produce high-quality documentation and manage multiple tasks efficiently in a fast-paced environment.
We think you need these skills to ace Junior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly any roles related to paraplanning or adviser support. Emphasise your report writing skills and attention to detail, as these are crucial for the Junior Paraplanner role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and client service. Mention specific experiences that demonstrate your ability to manage multiple tasks and your familiarity with CRM systems like Xplan.
Highlight Relevant Qualifications: If you have any industry qualifications, such as the CII Level 4 Diploma in Financial Planning, be sure to mention them. Even if they are not essential, they can set you apart from other candidates.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is vital for the role of a Junior Paraplanner.
How to prepare for a job interview at mbf
✨Know Your Financial Products
Make sure you have a solid understanding of pensions, investments, and financial planning products. Be prepared to discuss these topics in detail, as they are crucial for the Junior Paraplanner role.
✨Demonstrate Attention to Detail
Since the role involves preparing Statements of Suitability and maintaining accurate advice files, showcase your attention to detail. Bring examples of your previous work that highlight your meticulousness.
✨Familiarise Yourself with Xplan
If you have experience with CRM systems, especially Xplan, be ready to discuss it. If not, do some research on how it works and its relevance in paraplanning to show your eagerness to learn.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask about the team dynamics, company culture, and opportunities for professional development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
