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- Tasks: Support Financial Planners by preparing financial plans and conducting research.
- Company: Join a leading international wealth and investment management firm in Birmingham.
- Benefits: Enjoy hybrid working, private medical insurance, and generous pension contributions.
- Why this job: Gain valuable experience with potential for a permanent role in a dynamic environment.
- Qualifications: CII Level 4 Diploma in Regulated Financial Planning and previous Paraplanning experience required.
- Other info: This is a maternity cover position with expansion plans for future opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Paraplanner – Maternity Cover (15-Month Fixed-Term Contract)
International Wealth & Investment Management Firm
Location: Birmingham City Centre (Hybrid Working Available)
Salary: Up to £50,000 (Negotiable Depending on Experience) + Comprehensive Benefits
An excellent opportunity has arisen for an experienced Paraplanner to join a leading international wealth and investment management firm on a 15-month fixed-term contract to cover maternity leave. This role offers a competitive salary, hybrid working, and access to an exceptional benefits package. The role is offered initially on a contract basis, which would be an amazing experience for any Paraplanner, but the company has big expansion plans so there could be potential for a permanent role at the end of the contract.
Role Overview:
The successful candidate will play a key role in supporting Financial Planners and Advisers, ensuring the efficient processing of both new and existing business. Responsibilities will include:
- Providing technical and administrative support to Financial Planners and Advisers
- Preparing comprehensive financial plans, reports, and recommendations
- Conducting research and analysis to develop tailored financial solutions
- Ensuring compliance with FCA regulations and internal policies
- Assisting in the preparation and delivery of client meetings and reviews
- Liaising with internal teams to maintain high service standards
Candidate Requirements:
The ideal candidate will possess:
- CII Level 4 Diploma in Regulated Financial Planning (or equivalent)
- Strong analytical and problem-solving skills
- Excellent written and verbal communication abilities
- A high level of accuracy, attention to detail, and the ability to meet deadlines
- The ability to work both independently and collaboratively within a team
- Previous experience in a Paraplanning role within wealth management
Benefits & Remuneration:
- Salary: Up to £50,000 (dependent on experience)
- Hybrid working model – flexibility to work remotely
- Comprehensive benefits package, including:
- Private medical insurance
- Group income protection
- Generous pension contributions
- Employee assistance programme
- Health assessments
- Season ticket loan, cycle-to-work scheme, and more
This position presents an outstanding opportunity for an accomplished Paraplanner to join a prestigious organisation, gaining valuable experience within a dynamic and professional environment.
Paraplanner - 15 month contract employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - 15 month contract
✨Tip Number 1
Make sure to highlight your experience in providing technical and administrative support to Financial Planners. This is a key responsibility in the role, so showcasing relevant examples from your past work can set you apart.
✨Tip Number 2
Familiarize yourself with FCA regulations and internal compliance policies. Being knowledgeable in these areas will demonstrate your readiness to ensure compliance, which is crucial for this position.
✨Tip Number 3
Prepare to discuss your analytical skills and how you've used them to develop tailored financial solutions in previous roles. This will show that you can effectively contribute to the team’s objectives.
✨Tip Number 4
Since the role involves liaising with internal teams, be ready to share examples of how you've successfully collaborated in a team environment. This will highlight your ability to maintain high service standards.
We think you need these skills to ace Paraplanner - 15 month contract
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in paraplanning and wealth management. Emphasize your CII Level 4 Diploma and any specific skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your analytical skills, attention to detail, and how you can contribute to the team supporting Financial Planners and Advisers.
Highlight Relevant Experience: In your application, focus on previous roles where you provided technical and administrative support. Include examples of financial plans or reports you've prepared and any compliance work you've done.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter. Ensure there are no spelling or grammatical errors, as accuracy is crucial in this field.
How to prepare for a job interview at mbf
✨Showcase Your Technical Knowledge
As a Paraplanner, it's crucial to demonstrate your understanding of financial planning concepts and regulations. Be prepared to discuss your experience with preparing financial plans and ensuring compliance with FCA regulations.
✨Highlight Your Analytical Skills
The role requires strong analytical abilities. Share specific examples of how you've conducted research and analysis to develop tailored financial solutions in your previous roles.
✨Emphasize Communication Skills
Excellent written and verbal communication is key in this position. Prepare to discuss how you've effectively communicated complex financial information to clients or team members in the past.
✨Demonstrate Team Collaboration
This role involves working closely with Financial Planners and Advisers. Be ready to provide examples of how you've successfully collaborated within a team to achieve common goals and maintain high service standards.
