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For Companies At a Glance
- Tasks: Prepare detailed reports and conduct technical research to support financial planners.
- Company: Leading UK wealth management firm with a supportive team culture.
- Benefits: Up to £46,000 salary, bonus, flexible working, and excellent benefits.
- Why this job: Join a reputable firm and make a real impact in financial planning.
- Qualifications: Experience in paraplanning and a Level 4 Diploma in Financial Planning.
- Other info: Collaborative environment with genuine career development opportunities.
The predicted salary is between 36000 - 48000 £ per year.
Overview
Senior Recruitment Professional – Financial Services
Paraplanner – Central Birmingham (Hybrid, 1 Day in Office Minimum)
Salary: Up to £46,000 + Bonus + Excellent Benefits
A leading UK wealth management firm with a strong presence in Birmingham is looking to appoint an additional Paraplanner to join their friendly and supportive team. You’ll be working closely with one or two Senior Financial Planners, providing high-quality technical and research support to ensure outstanding client outcomes.
This role offers the best of both worlds: a modern and flexible working arrangement (minimum 1 day per week in the central Birmingham office, with the rest from home after your initial training), alongside the backing of an established and respected financial services business.
What you’ll be doing
- Preparing detailed suitability reports across a wide range of financial planning areas and products.
- Conducting technical research and ensuring advice meets client needs and regulatory standards.
- Supporting Senior Financial Planners in client meetings, including presenting cashflow modelling where required.
- Maintaining accurate client records and ensuring all compliance requirements are met.
- Collaborating with colleagues across the business to deliver efficient, high-quality service.
- Contributing to the achievement of business targets and continuous improvement of processes.
What we’re looking for
- Demonstrable paraplanning experience with strong technical knowledge across pensions, investments, protection and tax planning.
- Level 4 Diploma in Financial Planning (DipPFS) (or equivalent) as a minimum, with a desire to progress towards Chartered status.
- Excellent report writing, analytical and communication skills.
- Strong organisational ability, able to manage your own workload effectively.
- A collaborative, professional approach with a genuine focus on achieving the right outcomes for clients.
The benefits
- Competitive salary up to £46,000 (depending on experience).
- Generous discretionary annual bonus (c.10% of salary).
- Flexible working – minimum one day per week in the Birmingham office.
- Pension
- Life Assurance (DIS)
- Private Medical Insurance
- Income Protection
- A range of additional flexible benefits
This is an excellent opportunity to join a highly reputable wealth management firm, where you’ll be part of a collaborative and supportive team, with genuine scope for career development.
Seniority
- Associate
Employment type
- Full-time
Job function
- Finance, Administrative, and Analyst
Referrals increase your chances of interviewing at mbf by 2x
Birmingham, England, United Kingdom
Similar opportunities and locations
- Birmingham, England, United Kingdom
- Bromsgrove, England, United Kingdom
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- Worcestershire, England, United Kingdom
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Paraplanner - Flexible working employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Flexible working
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about paraplanning roles. A friendly chat can lead to insider info or even a referral, which can double your chances of landing that interview.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge. Make sure you can discuss pensions, investments, and tax planning confidently. We want you to shine when they ask about your experience and how you can support their Senior Financial Planners.
✨Tip Number 3
Show off your report writing skills! Bring along examples of your suitability reports or any relevant documentation to the interview. This will demonstrate your analytical abilities and attention to detail, which are crucial for a paraplanner role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Paraplanner - Flexible working
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your paraplanning experience and technical knowledge in pensions, investments, and tax planning. We want to see how you can contribute to our team!
Showcase Your Skills: Don’t forget to emphasise your report writing and analytical skills. Use specific examples from your past work to demonstrate how you've successfully supported financial planners and achieved great client outcomes. This is your chance to shine!
Be Professional Yet Personable: While we appreciate professionalism, we also value a friendly approach. Let your personality come through in your application. Show us that you’re not just about numbers but also about building relationships with clients and colleagues.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re genuinely interested in joining our team at StudySmarter!
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you brush up on your technical knowledge across pensions, investments, protection, and tax planning. Be ready to discuss specific examples from your experience that demonstrate your understanding of these areas.
✨Showcase Your Report Writing Skills
Since you'll be preparing detailed suitability reports, it’s crucial to highlight your report writing abilities. Bring along samples or be prepared to discuss how you approach writing reports and ensuring they meet regulatory standards.
✨Practice Your Presentation Skills
You might need to present cashflow modelling in client meetings, so practice explaining complex concepts clearly and concisely. Consider doing a mock presentation with a friend to get comfortable with your delivery.
✨Emphasise Collaboration
This role involves working closely with Senior Financial Planners and other colleagues. Be ready to share examples of how you've successfully collaborated in the past and how you can contribute to a supportive team environment.
