At a Glance
- Tasks: Support financial advisers by preparing reports and conducting research on pensions and investments.
- Company: A respected wealth management firm that values quality advice and career growth.
- Benefits: Hybrid working, 25 days leave, paid Christmas shutdown, and a performance bonus.
- Other info: Enjoy a 9-day fortnight and excellent opportunities for professional development.
- Why this job: Join a supportive team and develop your skills in a dynamic financial planning environment.
- Qualifications: 3+ years in paraplanning, Diploma Level 4 qualified or working towards it.
The predicted salary is between 30000 - 40000 £ per year.
A growing and highly regarded wealth management firm is looking to add an experienced Paraplanner to its expanding team in Liverpool. This is an excellent opportunity for a Paraplanner who enjoys providing high-quality support to advisers and wants to be part of a business that genuinely invests in its people. You'll work on a broad range of mainstream financial planning cases across pensions, investments and protection, with the opportunity to develop your technical knowledge and become involved in more complex planning work as your career progresses.
The business has built a strong reputation for delivering exceptional client outcomes and offers a collaborative environment where quality, professionalism and personal development are highly valued.
The Role
Working closely with Financial Advisers and the wider support team, you'll play an important part in ensuring clients receive clear, well-researched and compliant advice. Your responsibilities will include:
- Preparing suitability reports and recommendation letters
- Conducting research across pensions, investments, protection and other financial planning solutions
- Gathering and analysing information to support adviser recommendations
- Ensuring client records and files are maintained accurately and in line with regulatory requirements
- Liaising with advisers and providers to ensure cases progress efficiently
- Supporting the delivery of excellent client outcomes in line with FCA Consumer Duty principles
- Keeping up to date with regulatory and industry developments
As your experience develops, there will be opportunities to become involved in more complex planning areas, including inheritance tax and estate planning strategies.
About You
We're keen to hear from candidates who already have a solid grounding in paraplanning and are looking to continue developing within a supportive and professional environment. You will ideally have:
- At least three years' experience within a UK IFA or wealth management business
- Experience supporting advice across pensions, investments, protection, bonds and trusts
- Diploma Level 4 qualified, or working towards completion with strong practical experience
- Good understanding of FCA regulations and Consumer Duty requirements
- Strong report writing and research skills
- Excellent attention to detail and organisational skills
- A proactive and collaborative approach
What's on Offer?
In addition to a competitive salary of £40,000 - £47,000, you'll benefit from a package designed to support both your career and your work-life balance:
- Hybrid working
- 25 days' annual leave plus bank holidays and your birthday off
- Paid Christmas shutdown
- A 9-day fortnight, giving you every other Friday off
- 5% employer pension contribution via salary sacrifice, with NI savings added to your pension
- Private medical insurance
- Health cash plan
- Death in Service cover of 10x salary
- Performance-related bonus scheme
- Study support and paid leave for professional qualifications
- Employee discounts and lifestyle benefits
- Referral bonus scheme
Why Join?
This is a great opportunity for an established Paraplanner who wants to join a business where quality advice comes first and career development is encouraged. You'll gain exposure to a wide range of financial planning work, enjoy genuine flexibility and have the opportunity to broaden your technical expertise over time within a supportive and collaborative team.
Pension Paraplanner in Liverpool employer: mbf
Join a highly regarded wealth management firm in Liverpool that prioritises employee development and well-being. With a strong focus on quality advice, this company offers a collaborative work culture, hybrid working options, and an impressive benefits package including a 9-day fortnight, generous annual leave, and support for professional qualifications. This is an ideal environment for a Paraplanner looking to enhance their skills while contributing to exceptional client outcomes.
StudySmarter Expert Advice🤫
We think this is how you could land Pension Paraplanner in Liverpool
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like mbf. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Pension Paraplanner in Liverpool
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to mbf.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on mbf's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at mbf
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with mbf.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at mbf will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former mbf employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
