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For Companies At a Glance
- Tasks: Support Financial Planners with research and analysis to deliver top-notch financial services.
- 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 to demonstrate how you've contributed to successful financial planning.
✨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're proactive and committed to maintaining high standards in your work.
✨Tip Number 3
Network with other professionals in the financial advisory space, especially those who are already working as Paraplanners. They can provide insights into the role and may even refer you to opportunities within their firms.
✨Tip Number 4
Prepare for potential interview questions by practicing your report-writing and analytical skills. Be ready to discuss how you approach research and produce suitability reports, as these are key aspects of the role.
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 and its values. Mention how your proactive and detail-oriented approach can contribute to their growing team.
Proofread Your Application: Before submitting, carefully proofread your application materials for any errors or inconsistencies. Ensure that your report-writing skills are reflected in your application, as this is a crucial aspect of the 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. Be prepared to discuss your experience with research and report writing, and how you've ensured compliance in your previous roles.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to work under pressure. Think of specific examples where you successfully supported Financial Planners or handled complex client situations.
✨Highlight Your Team Collaboration Skills
Since you'll be working closely with a team of Financial Planners and other Paraplanners, emphasize your ability to collaborate effectively. Share experiences where teamwork led to successful outcomes.
✨Stay Updated on Industry Trends
Demonstrating your knowledge of current industry developments can set you apart. Be ready to discuss recent changes in regulations or new financial products that could impact your role as a Paraplanner.
