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- Tasks: Collaborate with Financial Advisers to prepare financial reports and assist with client queries.
- Company: Join a dynamic team delivering top-notch financial planning services.
- Benefits: Enjoy a competitive salary, career development, and hybrid working options for work-life balance.
- Why this job: Gain hands-on experience in financial services while fostering a collaborative and supportive environment.
- Qualifications: Level 4 qualification preferred; strong communication and analytical skills required.
- Other info: Ideal for those studying towards qualifications; proven experience in financial services is a plus.
The predicted salary is between 30000 - 40000 £ per year.
As a Paraplanner, you will collaborate closely with Financial Advisers and other team members to deliver first class financial planning services. This includes preparing detailed suitability reports, implementing financial recommendations, and ensuring comprehensive documentation and client records., * Collaborate with Financial Advisers to address client queries and compile financial planning reports.
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Gather and analyse client data, adhering to the ‘know your client’ principle.
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Prepare suitability letters and detailed financial reports for senior review.
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Assist with administrative tasks, including new business processing and client meeting organization.
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Maintain compliance and contribute to the firm’s professional standards.
Team Support:
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Actively participate in team meetings and communications.
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Provide support to colleagues and ensure seamless service delivery in the team’s absence.
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Foster a collaborative environment and share knowledge through job shadowing and on-the-job support.
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In-depth understanding of the financial planning process and related regulations.
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Ideally candidates will be level 4 qualified as a minimum but those studying towards this will be considered.
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Excellent report writing skills
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Excellent interpersonal and communication skills.
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Strong analytical, organizational, and multitasking abilities.
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Proficiency in IT, including Microsoft Word, Excel, and Outlook.
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Proven experience in financial services, particularly in pensions, investments, and tax planning.
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Competitive salary ranging from £30,000 to £40,000.
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Company benefits including Auto Enrolment Pension and Death in Service coverage.
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Career development opportunities and a supportive working environment.
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Hybrid working options post-probation, promoting work-life balance
Paraplanner employer: mbf.
Contact Detail:
mbf. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarize yourself with the financial planning process and regulations. Understanding the nuances of pensions, investments, and tax planning will not only boost your confidence but also demonstrate your commitment to the role.
✨Tip Number 2
Enhance your report writing skills by practicing different types of financial reports. This will help you prepare detailed suitability letters and reports that meet the high standards expected in this role.
✨Tip Number 3
Engage in networking opportunities within the financial services industry. Building relationships with Financial Advisers can provide insights into the role and may even lead to referrals.
✨Tip Number 4
Showcase your IT proficiency, especially in Microsoft Word, Excel, and Outlook. Being comfortable with these tools is essential for managing client data and preparing reports efficiently.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Paraplanner position. Understand the key responsibilities, such as preparing suitability reports and collaborating with Financial Advisers, to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in financial services, particularly in areas like pensions, investments, and tax planning. Use specific examples to demonstrate your analytical and report writing skills.
Showcase Your Skills: Clearly outline your interpersonal and communication skills in your application. Mention your proficiency in IT tools like Microsoft Word, Excel, and Outlook, as these are essential for the role.
Tailor Your Cover Letter: Craft a personalized cover letter that reflects your understanding of the financial planning process and your commitment to maintaining compliance and professional standards. Mention your willingness to support team members and contribute to a collaborative environment.
How to prepare for a job interview at mbf.
✨Show Your Financial Knowledge
Make sure to brush up on your understanding of financial planning processes and regulations. Be prepared to discuss specific examples from your experience that demonstrate your knowledge in pensions, investments, and tax planning.
✨Demonstrate Strong Communication Skills
Since the role involves collaborating with Financial Advisers and clients, practice articulating your thoughts clearly. Prepare to explain complex financial concepts in a way that is easy to understand, showcasing your excellent interpersonal skills.
✨Prepare for Report Writing Questions
Given the emphasis on report writing in the job description, be ready to discuss your experience in preparing suitability letters and financial reports. You might even want to bring a sample of your work to showcase your writing skills.
✨Highlight Your Teamwork Experience
The role requires active participation in team meetings and support for colleagues. Think of examples where you contributed to a team project or helped a colleague, and be ready to share how you foster collaboration in the workplace.
