At a Glance
- Tasks: Manage office operations and support financial planners with technical case preparation.
- Company: Respected independent financial planning firm with a strong reputation.
- Benefits: Competitive salary, 24 days holiday, enhanced pension contributions, and career progression.
- Other info: Friendly environment with opportunities for long-term growth.
- Why this job: Join a growing team and make a real impact in a respected firm.
- Qualifications: 5+ years in Financial Services, Level 4 Diploma, and managerial experience.
The predicted salary is between 55000 - 65000 € per year.
A long-established and highly regarded independent financial planning firm based in Bourne End is seeking an experienced Office Manager / Senior Paraplanner to join its growing team. This is a rare opportunity to join a respected boutique wealth management firm in a broad and influential position combining technical paraplanning responsibilities with operational oversight and team management. The firm has built an excellent reputation over more than 26 years by delivering high-quality, jargon-free financial advice alongside outstanding client service. With a loyal and long-standing client bank, they are now looking for an experienced financial services professional to help support the next phase of the firm’s growth.
The Role
- Writing and reviewing complex suitability reports
- Managing the advice process through to completion
- Supporting Financial Planners with technical case preparation
- Overseeing day-to-day office operations
- Supervising and mentoring administrators/paraplanners
- Ensuring high standards of compliance and client servicing
The successful candidate will become a key member of the business, helping to maintain operational efficiency while supporting the delivery of exceptional advice and service to clients.
Candidate Requirements
- Minimum 5 years’ experience within Financial Services
- Level 4 Diploma qualified (DipPFS or equivalent)
- Previous Senior Paraplanning experience
- Managerial or supervisory experience
- Strong technical knowledge across financial planning
- Experience using Intelligent Office (I.O.) and industry platforms
- Excellent communication and organisational skills
- High attention to detail and a proactive approach
What’s on Offer
- £55,000 – £65,000 salary depending on experience
- Full-time permanent position
- Friendly and supportive working environment
- 24 days holiday plus bank holidays
- Enhanced employer pension contributions
- Long-term progression and the opportunity to play a significant role within a respected independent firm
For further information or to express interest in the opportunity, please apply or get in touch directly.
Office Manager / Senior Paraplanner employer: mbf
Join a highly regarded independent financial planning firm in Bourne End, where you will thrive in a supportive and friendly work environment. With a commitment to employee growth, this boutique wealth management firm offers long-term progression opportunities and a chance to play a significant role in delivering exceptional client service. Enjoy a competitive salary, generous holiday allowance, and enhanced pension contributions while being part of a team that values high-quality, jargon-free financial advice.
StudySmarter Expert Advice🤫
We think this is how you could land Office Manager / Senior Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for an Office Manager / Senior Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and compliance standards. Since this role requires strong expertise, make sure you can confidently discuss your experience with suitability reports and operational oversight during your chat with potential employers.
✨Tip Number 3
Showcase your leadership skills! If you've got managerial or supervisory experience, be ready to share examples of how you've mentored others or improved team performance. This will help you stand out as a candidate who can contribute to the firm's growth.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to submit your application and get noticed. Plus, it shows you're serious about joining our friendly and supportive working environment.
We think you need these skills to ace Office Manager / Senior Paraplanner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial services background and any managerial experience to show us you're the right fit for the Office Manager / Senior Paraplanner role.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about this position and how your experience aligns with our values. Keep it concise but engaging, and don’t forget to mention your technical knowledge and client service skills.
Showcase Your Achievements:When detailing your experience, focus on specific achievements that demonstrate your capabilities. Whether it's improving office operations or mentoring team members, we want to see how you've made a positive impact in your previous roles.
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 this exciting opportunity. Plus, it shows us you’re keen to join 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 planning. Be ready to discuss complex suitability reports and the advice process, as these are key aspects of the role. Familiarity with Intelligent Office (I.O.) will also give you an edge.
✨Showcase Your Experience
Highlight your previous experience in Senior Paraplanning and any managerial roles you've held. Prepare specific examples of how you've supervised teams or improved operational efficiency in past positions. This will demonstrate your capability to take on this influential position.
✨Communicate Clearly
Since excellent communication skills are a must for this role, practice articulating your thoughts clearly and concisely. You might be asked to explain complex concepts in simple terms, so think about how you can convey your expertise without jargon.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, growth plans, and how they maintain high standards of client service. This shows your genuine interest in the company and helps you assess if it’s the right fit for you.
