At a Glance
- Tasks: Support advisers with financial planning, produce reports, and conduct research.
- Company: Join a leading firm of independent financial advisers in Edinburgh.
- Benefits: Enjoy a competitive salary, flexible hybrid working, and excellent company perks.
- Why this job: This role offers career growth in a dynamic, supportive environment focused on client service.
- Qualifications: Minimum 3 years' paraplanning experience and Level 4 Diploma qualified.
- Other info: Work from home 2 days a week and access opportunities for further qualifications.
The predicted salary is between 38000 - 47000 £ per year.
A leading firm of independent financial advisers is looking for an experienced Paraplanner to join their team. This is a fantastic opportunity for a driven professional who is passionate about delivering outstanding client service and keen to develop their career in a dynamic, supportive environment.
The Role
As a Paraplanner, you’ll play a key part in supporting advisers in delivering holistic financial planning. You’ll be responsible for producing high-quality reports, conducting research, and offering creative solutions tailored to client needs.
Key Responsibilities
- Preparing detailed suitability reports and technical research
- Supporting advisers with financial planning and strategy
- Liaising with clients and providers as required
- Maintaining up-to-date knowledge of financial products, legislation, and compliance standards
About You
- Minimum of 3 years’ paraplanning experience
- Level 4 Diploma qualified (Chartered or working towards it is highly desirable)
- Excellent written and verbal communication skills
- Meticulous attention to detail
- Strong analytical and problem-solving skills
- Experience with cashflow modelling software (desirable)
What’s on Offer
- Competitive salary of £38,000 - £47,000 depending on experience
- Company pension
- Group life cover and private healthcare
- Flexible hybrid working model (2 days from home per week)
- Opportunities for career development and further qualifications
If you’re an experienced Paraplanner looking to take the next step in your career within a forward-thinking and client-focused firm, this role offers the environment and support to help you thrive.
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 financial advisory sector. Attend industry events or join relevant online forums to connect with current paraplanners and advisers. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Stay updated on the latest financial products and legislation. Subscribe to industry newsletters or follow financial news outlets to ensure you have the most current knowledge, which will be beneficial during interviews.
✨Tip Number 3
Prepare to discuss your experience with cashflow modelling software. If you have used specific tools, be ready to explain how they helped you in your previous roles, as this is a desirable skill for the position.
✨Tip Number 4
Demonstrate your passion for client service during any interactions. Be prepared to share examples of how you've gone above and beyond for clients in the past, as this aligns with the firm's focus on outstanding client service.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and relevant qualifications. Emphasise your Level 4 Diploma and any experience with cashflow modelling software, as these are key requirements for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your ability to produce high-quality reports. Mention specific examples of how you've supported advisers in the past and your commitment to staying updated on financial products and legislation.
Showcase Your Skills: In your application, highlight your excellent written and verbal communication skills, attention to detail, and analytical abilities. Use concrete examples to demonstrate how these skills have contributed to your success in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter to eliminate any errors. A meticulous application reflects your attention to detail, which is crucial for a Paraplanner role.
How to prepare for a job interview at mbf
✨Showcase Your Experience
Be prepared to discuss your previous paraplanning experience in detail. Highlight specific projects or reports you've worked on, and how they contributed to the success of your team or clients.
✨Demonstrate Your Knowledge
Stay updated on the latest financial products, legislation, and compliance standards. During the interview, reference recent changes in the industry and how they might impact client strategies.
✨Communicate Clearly
Since excellent communication skills are essential for this role, practice articulating your thoughts clearly and concisely. Use examples to illustrate your points, especially when discussing complex financial concepts.
✨Prepare Questions
Have a list of insightful questions ready to ask the interviewer. This shows your interest in the role and helps you understand the company's culture and expectations better.