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- Tasks: Join a dynamic team as a Paraplanner, supporting financial planning and client meetings.
- Company: Be part of an award-winning firm managing over £1 billion in client assets.
- Benefits: Enjoy a competitive salary, hybrid work options, and a comprehensive benefits package.
- Why this job: Experience a collaborative culture focused on professional growth and employee well-being.
- Qualifications: Must have a Level 4 Diploma in Financial Planning and paraplanning experience.
- Other info: Opportunities for career progression into senior roles or advisory positions.
The predicted salary is between 28000 - 39000 £ per year.
An award-winning, chartered financial planning firm in Altrincham is seeking a qualified Paraplanner to join its collaborative and well-established team. With a strong reputation for technical excellence, client care, and staff development, this firm offers a dynamic environment for professionals committed to delivering high-quality financial planning support.
This independent financial planning firm manages over £1 billion in client assets and is recognised as a Top 100 IFA. Operating from modern offices in Altrincham, the company boasts a team of 20-25 Financial Planners and a support staff exceeding 50, including 18 dedicated Paraplanners. The firm emphasises a culture of collaboration, professional growth, and long-term staff retention, with many team members having tenures exceeding five years.
As a Paraplanner, you will be integral to the advice process, working closely with a designated Financial Planner while also contributing to a pooled work system that promotes flexibility and shared expertise. Your responsibilities will include:
- Conducting technical research and analysis to support financial planning recommendations.
- Preparing comprehensive suitability reports and financial plans.
- Utilising tools such as FinCalc for cashflow modelling, Intelligent Office, and FE Analytics.
- Participating in client meetings to provide technical insights and support.
- Collaborating with Administrators to ensure efficient case management and client service.
The ideal candidate will possess:
- A minimum Level 4 Diploma in Financial Planning (CII or equivalent).
- Strong technical knowledge and experience in paraplanning within a financial advisory setting.
- Excellent written and verbal communication skills.
- A collaborative mindset and the ability to work effectively within a team-oriented environment.
- A commitment to professional development, with support available for those pursuing advanced qualifications or leadership roles.
Why Join?
- Competitive salary ranging from £35,000 to £47,000, commensurate with experience and qualifications.
- Comprehensive benefits package, including free on-site parking.
- Hybrid working model available post-training period.
- Opportunities for career progression, whether as a Senior Paraplanner or transitioning into advisory roles over time.
- A supportive and stable work environment with a focus on manageable workloads and employee well-being.
Paraplanner employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the tools mentioned in the job description, such as FinCalc and Intelligent Office. Having hands-on experience or knowledge of these tools can set you apart during interviews.
✨Tip Number 2
Network with current or former employees of the firm on platforms like LinkedIn. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach.
✨Tip Number 3
Prepare to discuss specific examples of your technical research and analysis work in previous roles. Being able to articulate your contributions will demonstrate your expertise and readiness for the role.
✨Tip Number 4
Showcase your commitment to professional development by mentioning any ongoing education or certifications you are pursuing. This aligns with the firm's emphasis on growth and can make you a more attractive candidate.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Financial Planning and any relevant paraplanning experience. Use specific examples that demonstrate your technical knowledge and communication skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your collaborative mindset. Mention how your skills align with the firm's values of client care and professional growth.
Highlight Relevant Tools Experience: If you have experience with tools like FinCalc, Intelligent Office, or FE Analytics, be sure to mention this in your application. This will show that you are well-prepared for the technical aspects of the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at mbf
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your strong technical knowledge. Be prepared to discuss specific financial planning tools and methodologies you've used in the past, such as FinCalc or Intelligent Office, and how they contributed to your success.
✨Emphasise Collaboration Skills
This role requires a collaborative mindset. Share examples of how you've worked effectively within a team, particularly in a financial advisory setting. Highlight any experiences where you supported Financial Planners or collaborated with Administrators.
✨Prepare for Technical Questions
Expect to face technical questions related to paraplanning and financial analysis. Brush up on your knowledge of suitability reports and cashflow modelling, and be ready to explain your thought process when conducting research and analysis.
✨Express Commitment to Professional Development
The firm values ongoing professional growth. Discuss your aspirations for further qualifications or leadership roles, and mention any steps you've already taken towards achieving these goals. This shows your dedication to the field and aligns with their culture of development.
