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For Companies At a Glance
- Tasks: Support Financial Planners with research, analysis, and compliance for client recommendations.
- Company: Join a rapidly growing Independent Financial Advisory firm backed by private equity.
- Benefits: Enjoy a competitive salary, bonuses, remote work, and generous holiday allowance.
- Why this job: Be part of a supportive team that values your contributions and offers growth opportunities.
- Qualifications: Must have Level 4 Diploma; Chartered status is a plus.
- Other info: Fully remote role with quarterly team meet-ups.
The predicted salary is between 32000 - 42000 £ per year.
Paraplanner
Location: Brighton & Hove (Hybrid)
Salary: Up to £45,000
The Opportunity: A fantastic opportunity has arisen to join a highly regarded financial planning and investment firm managing over £2 billion AUM across multiple UK offices.
This firm is dedicated to providing tailored financial planning and investment management solutions, specialising in retirement planning, estate planning, tax efficiency, and corporate financial advice.
Due to continued growth, they are looking to appoint a professional and detail-oriented Paraplanner to support their advisers in their Brighton & Hove office.
Key Responsibilities:
- Conduct detailed product research and market analysis.
- Prepare comprehensive suitability reports and financial plans.
- Collaborate closely with advisers on client portfolios.
- Ensure regulatory compliance and maintain accurate client records.
- Liaise with providers and third-party professionals as required.
Requirements:
- Proven paraplanning experience in financial services.
- Level 4 Diploma in Financial Planning (Level 6 progression advantageous).
- Strong analytical skills with proficiency in financial planning tools.
- Excellent communication skills and attention to detail.
Package:
- Salary up to £45,000 – potentially higher for the right candidate
- Hybrid working (up to 3 days per week WFH)
- Excellent benefits including pension & DIS
- Study support
- Good holiday allowance
Paraplanner employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Make sure to highlight your experience in Paraplanning and your ability to support Financial Planners effectively. Use specific examples from your past roles that demonstrate your skills in research, analysis, and report writing.
✨Tip Number 2
Stay updated on the latest industry developments and regulatory changes. This knowledge will not only help you in interviews but also show that you are proactive and committed to maintaining your technical expertise.
✨Tip Number 3
Network with professionals in the financial advisory sector, especially those who work remotely. Engaging with others in the field can provide insights into the company culture and may even lead to referrals.
✨Tip Number 4
Prepare for potential interview questions by practicing how you would approach creating suitability reports and client recommendations. Being able to articulate your thought process will demonstrate your analytical skills and attention to detail.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of a Paraplanner as outlined in the job description. Highlight your relevant experience and skills that align with the key responsibilities, such as conducting research and producing suitability reports.
Tailor Your CV: Customize your CV to reflect your qualifications, particularly your Level 4 Diploma and any Chartered status. Emphasize your experience in Paraplanning and supporting Financial Planners, showcasing specific examples of your work.
Craft a Compelling Cover Letter: Write a cover letter that not only expresses your interest in the position but also demonstrates your understanding of the company’s values and how you can contribute to their growth. Mention your proactive approach and attention to detail.
Proofread Your Application: Before submitting, carefully proofread your application materials for any errors or inconsistencies. Ensure that your writing is clear and professional, as excellent report-writing skills are a key requirement for this role.
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 compliance regulations. Be prepared to discuss specific examples of how you've applied your technical skills in previous roles.
✨Prepare for In-Depth Research Questions
Expect questions that assess your research capabilities. You might be asked to explain how you would approach creating a suitability report or what resources you use to stay updated on industry developments.
✨Highlight Your Collaboration Skills
Since you'll be working closely with Financial Planners, emphasize your experience in teamwork. Share examples of how you've successfully collaborated with others to deliver high-quality client recommendations.
✨Demonstrate Proactivity and Attention to Detail
The role requires a proactive approach and meticulous attention to detail. Prepare to discuss situations where your proactive mindset led to improved outcomes or where your attention to detail prevented potential issues.
