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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 Level 4 Diploma qualification and any progress towards Chartered status in your conversations. This shows your commitment to professional development, which is highly valued in this role.
✨Tip Number 2
Familiarize yourself with the latest industry developments and regulatory changes. Being able to discuss these topics during your interactions will demonstrate your up-to-date knowledge and proactive approach.
✨Tip Number 3
Prepare to discuss specific examples of your report-writing and analytical skills. Sharing concrete instances where you supported Financial Planners effectively can set you apart from other candidates.
✨Tip Number 4
Engage with the company’s culture by researching their values and recent achievements. Showing that you align with their mission and are excited about being part of a growing team can make a strong impression.
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 and compliance regulations. Be prepared to discuss specific examples of how you've applied your technical knowledge in previous roles.
✨Highlight Your Research Skills
Since conducting in-depth research is a key responsibility, share instances where your research led to successful client recommendations. This will show your analytical capabilities and attention to detail.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle real-life situations, such as preparing suitability reports or liaising with product providers. Practice articulating your thought process and decision-making skills.
✨Emphasize Team Collaboration
You'll be working closely with Financial Planners and other Paraplanners, so highlight your experience in collaborative environments. Discuss how you contribute to team success and support your colleagues.
