Paraplanner - HNW/UHNW Wealth, 15-month FTC, Hybrid in Manchester

Paraplanner - HNW/UHNW Wealth, 15-month FTC, Hybrid in Manchester

Manchester Temporary 60000 - 60000 £ / year (est.) Home office (partial)
mbf

At a Glance

  • Tasks: Support top Financial Planners in managing HNW/UHNW client portfolios and ensuring compliance.
  • Company: Prestigious private wealth management firm in Manchester.
  • Benefits: Competitive salary up to £60,000, attractive benefits, and hybrid working model.
  • Other info: 15-month FTC covering maternity leave with potential for future opportunities.
  • Why this job: Join a dynamic team and make a real difference in clients' financial futures.
  • Qualifications: Experience as a Paraplanner with strong technical skills and client management.

The predicted salary is between 60000 - 60000 £ per year.

mbf. is seeking an experienced Paraplanner to join their prestigious private wealth management team in Manchester on a 15-month FTC, covering maternity leave. The role entails working with High-Net-Worth and Ultra-High-Net-Worth clients, requiring strong technical ability and experience with complex client needs.

The position offers a competitive salary of up to £60,000, a highly attractive benefits package, and a hybrid working model. You will work closely with top Financial Planners, ensuring all advice meets regulatory standards.

Paraplanner - HNW/UHNW Wealth, 15-month FTC, Hybrid in Manchester employer: mbf

At mbf., we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation within our prestigious private wealth management team in Manchester. Our commitment to employee growth is evident through ongoing training and development opportunities, alongside a competitive salary and attractive benefits package, making this role not just a job, but a meaningful career path for those looking to excel in the financial services sector.

mbf

Contact Details:

mbf Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Paraplanner - HNW/UHNW Wealth, 15-month FTC, Hybrid in Manchester

Join Financial Networking Events

Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.

Utilise Temp Agencies Specialised in Finance

Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like mbf.

Connect with Alumni from Your Uni

Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.

Stay Active on Job Boards and Company Websites

Keep your eyes peeled on job boards specifically for finance roles. Companies like mbf might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!

We think you need these skills to ace Paraplanner - HNW/UHNW Wealth, 15-month FTC, Hybrid in Manchester

Technical Ability
Experience with High-Net-Worth Clients
Experience with Ultra-High-Net-Worth Clients
Regulatory Compliance
Financial Planning
Client Relationship Management
Attention to Detail

Some tips for your application 🫡

Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!

Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at mbf will be keen to see in your application.

Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at mbf. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!

Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give mbf confidence in your short-term commitment to the role.

How to prepare for a job interview at mbf

Brush Up on Financial Regulations

Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with mbf.

Showcase Your Analytical Skills

Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.

Highlight Flexibility and Adaptability

For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure mbf that you’re a reliable team player.

Demonstrate a Willingness to Learn

In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.