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- Tasks: Support financial advisers by preparing reports and analysing data for clients.
- Company: Join a respected financial services organisation in Belfast, known for growth and support.
- Benefits: Enjoy a salary up to £40,000, 25 days leave, and flexible benefits.
- Why this job: Be part of a professional team with clear career progression and ongoing training.
- Qualifications: Diploma in Regulated Financial Planning or relevant experience required.
- Other info: This role offers opportunities to advance to Senior Paraplanner and beyond.
The predicted salary is between 28800 - 48000 £ per year.
We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home – they have offices across the UK so you will be able to go into your local office one a month for team meetings etc.
Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support.
Responsibilities will include;
- Prepare complex suitability reports across a wide range of advice types, financial products, and investment solutions
- Carry out any necessary technical research
- Ensure client records contain sufficient Know Your Client (KYC) information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times. Where necessary prompt and challenge Financial Planners to provide whatever additional information is necessary to achieve this outcome
- Work with the financial planner to ensure the correct client outcome is achieved
- Attend client meetings to support the Financial Planner gathering information for more complex pieces of advice, cashflow modelling etc
- Support the financial planner with tech
Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation.
If you do choose to take advantage of the option to work from home on a regular basis, you will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office.
The package details;
- Salary to £52,000
- Annual discretionary bonus
- Excellent Pension
- Group Life Assurance
- Group Income Protection
- Private Medical Insurance
- Employee Assistant Programme
- Generous Holiday Allowance
- Flexibens Package
This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams.
You will be joining a well-known and highly respected organisation with excellent career development opportunities.
Paraplanner employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial services sector, especially those who are already working as paraplanners. Attend industry events or join relevant online forums to connect with potential colleagues and learn about the latest trends in the field.
✨Tip Number 2
Familiarise yourself with the specific software and tools commonly used in paraplanning. Being proficient in these can set you apart from other candidates and demonstrate your readiness for the role.
✨Tip Number 3
Prepare to discuss your analytical skills and problem-solving abilities during the interview. Have examples ready that showcase how you've successfully navigated complex financial scenarios in the past.
✨Tip Number 4
Research the company culture at mbf and be ready to articulate how your values align with theirs. This will help you make a strong impression and show that you're not just looking for any job, but specifically want to be part of their team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a paraplanner or in a similar role. Emphasise your analytical skills, attention to detail, and any qualifications like the Diploma in Regulated Financial Planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial services and your ability to provide high-quality support. Mention specific examples of how you've successfully collaborated with advisers or clients in the past.
Highlight Technical Skills: In your application, clearly outline your technical knowledge and problem-solving abilities. Discuss any experience you have with preparing client reports, valuations, and maintaining accurate records.
Showcase Communication Skills: Since the role involves liaising with clients, emphasise your written and verbal communication skills. Provide examples of how you've effectively communicated complex information to clients or team members.
How to prepare for a job interview at mbf
✨Know Your Financial Regulations
As a paraplanner, it's crucial to have a solid understanding of financial regulations and compliance. Brush up on the latest rules and guidelines relevant to the role, as this will demonstrate your commitment to providing accurate and compliant advice.
✨Showcase Your Analytical Skills
Prepare to discuss specific examples of how you've used your analytical skills in previous roles. Be ready to explain how you approach financial data analysis and how it has led to successful client outcomes.
✨Practice Clear Communication
Since you'll be liaising with clients and advisers, practice articulating complex financial concepts in a clear and concise manner. Consider doing mock interviews to refine your verbal communication skills.
✨Demonstrate Team Collaboration
Highlight your experience working in teams, especially in a financial services context. Be prepared to discuss how you've collaborated with advisers and other paraplanners to ensure smooth service delivery.
