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For Companies At a Glance
- Tasks: Join a dynamic team to deliver top-notch financial advice to high net worth clients.
- Company: A leading wealth management organization known for its exceptional client service and growth opportunities.
- Benefits: Enjoy a competitive salary, private medical cover, life insurance, and a non-contributory pension scheme.
- Why this job: Be part of a respected firm that values your expertise and offers a chance to mentor others.
- Qualifications: Must be an experienced Paraplanner with at least Level 4 qualifications.
- Other info: Initial 15-month fixed-term contract with potential for permanent role.
The predicted salary is between 36000 - 60000 £ per year.
Paraplanner – Leading Wealth Management Organisation – Manchester/ hybrid
Salary to £50,000 plus first class benefits package
Initial 15 month Fixed Term Contract – Potential for perm role
MBF are currently working with the Financial Planning division of a Private Banking organisation who are looking to recruit an experienced Paraplanner to join their growing team in Manchester on an initial fixed term contract.
This organisation is a company MBF have worked with on a number of occasions and these vacancies are always highly sought after.
The company:
- The Financial Planners work with clients across multiple sites, delivering high level Financial Planning advice, tailored to each HNW client. While heavily pensions dominated this area of the business continues to evolve and as such, our client requires a candidate with strong knowledge across all products and services.
- The role will be working alongside an existing Paraplanning team to deliver a first class technical support service to the Wealth Advisors and their clients
Main Responsibilities
- Working closely with the Advisors, you will be responsible for the delivery of technical financial advisory reports and advice to High Net Worth Clients.
- Work alongside Advisers to deliver a highly personalised holistic financial planning service, focused on improving all client outcomes and ensuring client needs are met to an exceptional standard.
- Undertake technical research, compile financial planning recommendations.
- Undertake a limited number of defined benefit pension transfer reviews, when appropriate.
- Attend meetings with Financial Planners, developing relationships with clients.
- Analyse client data and prepare cash flow analyses.
- Liaise with product providers and other third parties.
- Mentor, nurture and develop trainees.
- Ensure all regulatory and compliance standards are met.
- Contribute to the ongoing development of best practice within the business.
Requirements:
- Candidates must be experienced, Level 4 (minimum) qualified Paraplanners.
- You should be able to work independently and slot straight into the role without the need for training, other than on the company\’s processes and systems
Package
- Salary negotiable up to £50,000 depending on experience and qualifications
- Industry leading, non-contributory pension scheme
- Private medical health cover
- Life Cover – 4 x base salary
- Group income protection
- Other excellent company benefits
mbf | Paraplanner employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land mbf | Paraplanner
✨Tip Number 1
Make sure to highlight your experience with High Net Worth clients in your conversations. This role requires a strong understanding of their unique needs, so be prepared to discuss specific examples of how you've successfully supported such clients in the past.
✨Tip Number 2
Familiarize yourself with the latest financial products and services, especially those related to pensions. Being able to discuss recent trends or changes in the industry can set you apart during interviews.
✨Tip Number 3
Network with current or former employees of the organization. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach when applying.
✨Tip Number 4
Prepare to demonstrate your technical skills by discussing specific financial planning tools or software you are proficient in. This will show that you can hit the ground running and contribute to the team from day one.
We think you need these skills to ace mbf | Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, focusing on your knowledge of financial products and services. Include specific examples of how you've delivered technical financial advisory reports and improved client outcomes.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your Level 4 qualification and any relevant experience that aligns with the responsibilities outlined in the job description.
Showcase Your Technical Skills: Emphasize your ability to conduct technical research and prepare financial planning recommendations. Provide examples of your analytical skills, particularly in cash flow analyses and pension transfer reviews.
Highlight Your Interpersonal Skills: Since the role involves working closely with Advisors and clients, mention your experience in building relationships and mentoring others. This will demonstrate your ability to contribute positively to the team environment.
How to prepare for a job interview at mbf
✨Showcase Your Technical Knowledge
As a Paraplanner, it's crucial to demonstrate your strong knowledge across all financial products and services. Be prepared to discuss specific examples of how you've delivered technical financial advisory reports and advice to High Net Worth clients in the past.
✨Emphasize Your Client Relationship Skills
Highlight your ability to develop relationships with clients and work closely with Financial Planners. Share experiences where you successfully collaborated with advisors to deliver personalized financial planning services that improved client outcomes.
✨Prepare for Technical Research Questions
Expect questions about your approach to conducting technical research and compiling financial planning recommendations. Be ready to explain your process and provide examples of how your research has led to successful client outcomes.
✨Demonstrate Compliance Awareness
Since regulatory and compliance standards are critical in this role, be prepared to discuss how you ensure compliance in your work. Share any relevant experiences where you contributed to best practices within your previous roles.
