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- Tasks: Join a dynamic team as a Paraplanner, crafting tailored financial advice and preparing detailed reports.
- Company: Be part of a leading Wealth Management firm known for its innovation and client care.
- Benefits: Enjoy hybrid working, competitive salary, bonuses, and a range of health and wellness perks.
- Why this job: This role offers career progression, professional development, and the chance to work on impactful projects.
- Qualifications: Must have a Level 4 Diploma in Financial Planning and solid paraplanning experience.
- Other info: Flexible working arrangements and opportunities to transition into advising roles available.
The predicted salary is between 32000 - 40000 £ per year.
Are you a Diploma-qualified Paraplanner ready to take the next step in your career? We’re partnering with one of the UK’s most respected integrated Wealth Management firms to find a talented individual to join their Manchester-based team.
This is an exciting opportunity to join a market-leading financial planning organisation as a Paraplanner, working closely with experienced Financial Planners—including a Senior Partner—on complex and rewarding client cases. You’ll play a key role in crafting tailored financial advice, conducting in-depth technical research, and preparing comprehensive suitability reports across a broad range of financial planning areas.
Key Responsibilities:
- Collaborate closely with Financial Planners to deliver high-quality, compliant advice
- Prepare clear and accurate suitability reports and perform technical research across a wide array of financial products and planning strategies
- Support in client meetings, including delivering cashflow modelling and technical responses
- Maintain accurate and up-to-date client records, ensuring all regulatory standards are met
- Manage your workload effectively and proactively support business targets
- Contribute to local and national financial planning projects
About You:
- Level 4 Diploma in Financial Planning (DipPFS) is essential
- Solid paraplanning experience within wealth management or financial planning
- Strong technical knowledge and experience delivering written advice
- Excellent communication and stakeholder management skills
- A proactive approach to professional development—ideally working towards Chartered status
Why Join?
- Hybrid Working: Minimum 2 days in the office post-training; flexibility to work from home
- Career Progression: Opportunities to grow into senior roles or transition to advising through an in-house Adviser Academy
- Generous Package: Competitive salary (circa £40K-£50K DOE), bonus (~10%), and a comprehensive suite of core and voluntary benefits
Benefits Highlights Include:
- Private Medical Insurance & Income Protection
- Generous Holiday Entitlement + Option to Buy Extra Days
- Fully Funded Professional Qualifications & Study Support
- Company Pension, Life Assurance, and Employee Assistance Programme
- Plus voluntary extras like gym discounts, dental & travel insurance, health cash plan, and more
This is a fantastic opportunity to be part of a forward-thinking firm that places professional development, client care, and innovation at the heart of everything they do.
Paraplanner employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with current Paraplanners and Financial Planners. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest financial products and planning strategies. Staying updated on market trends and regulatory changes will not only enhance your knowledge but also demonstrate your commitment to the field during interviews.
✨Tip Number 3
Prepare for potential technical assessments by practising your research and report-writing skills. Being able to showcase your ability to create clear and compliant suitability reports will set you apart from other candidates.
✨Tip Number 4
Highlight your proactive approach to professional development. If you're working towards Chartered status, make sure to mention this in conversations with recruiters or during interviews, as it shows your dedication to advancing your career.
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 relevant paraplanning experience. Emphasise your technical knowledge and any specific achievements in wealth management to stand out.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your proactive approach to professional development. Mention your desire to work towards Chartered status and how you can contribute to the firm's goals.
Highlight Relevant Skills: In your application, focus on your communication and stakeholder management skills. Provide examples of how you've collaborated with Financial Planners and delivered high-quality, compliant advice in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or inconsistencies. A well-presented 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 solid understanding of financial products and planning strategies. Be prepared to discuss specific examples from your experience where you've applied this knowledge to deliver compliant advice.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle complex client cases. Think about past situations where you collaborated with Financial Planners and how you contributed to successful outcomes.
✨Highlight Your Communication Skills
Effective communication is key in this role. Be ready to explain how you've successfully managed stakeholder relationships and delivered clear, concise suitability reports in your previous positions.
✨Demonstrate Your Proactive Approach
The firm values a proactive approach to professional development. Share your plans for achieving Chartered status and any additional qualifications you're pursuing, showing your commitment to growth in the financial planning field.
