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- Tasks: Support Senior Financial Planners with technical paraplanning and report writing.
- Company: Join a top National Wealth Management organization known for flexibility and employee support.
- Benefits: Enjoy a home-based role with a competitive salary, bonuses, and great benefits.
- Why this job: Work closely with UHNW clients in a reputable firm that values your expertise and offers growth.
- Qualifications: Must have experience in Wealth Management and hold at least a Diploma in Financial Planning.
- Other info: This is a fully remote position, allowing you to work from anywhere in the UK.
The predicted salary is between 28200 - 47000 £ per year.
Paraplanner
100% Home Based – UK only
Salary negotiable to £47,000 plus bonus and benefits
MBF are working with one of the UKs largest & most successful Financial Planning organisations to recruit an experienced Home Based Paraplanner.
Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support.
Due to the technical nature of the role, only individuals that hold the Diploma in Financial Planning as a minimum will be considered. You will also ideally have 3+ years experience working within a Paraplanning capacity.
If you do choose to take advantage of the option to work from home on a regular basis, you will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office.
The client is offering a very competitive package including basic salary to £47,000 + bonus and excellent company benefits. This is an excellent opportunity to join a reputable Financial Planning organisation that value their staff.
Paraplanner - Home based employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Home based
✨Tip Number 1
Make sure to highlight your experience in Wealth Management and Financial Planning during any conversations. This role requires a deep understanding of these areas, so be prepared to discuss specific scenarios where you've successfully supported Senior Financial Planners.
✨Tip Number 2
Since this is a remote position, demonstrate your ability to work independently and manage your time effectively. Share examples of how you've successfully worked from home or in a flexible environment in the past.
✨Tip Number 3
Familiarize yourself with the latest trends and regulations in Financial Planning. Being knowledgeable about current market conditions and compliance issues will show that you are proactive and well-informed, which is crucial for this role.
✨Tip Number 4
Network with professionals in the Wealth Management sector. Engaging with others in the industry can provide valuable insights and potentially lead to referrals, increasing your chances of landing the job.
We think you need these skills to ace Paraplanner - Home based
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Wealth Management and Financial Planning. Emphasize your Paraplanning experience and any relevant qualifications, such as the Diploma in Financial Planning or Advanced Diploma.
Craft a Compelling Cover Letter: Write a cover letter that showcases your technical skills and experience in paraplanning. Mention specific examples of how you've supported Senior Financial Planners and worked with UHNW clients.
Highlight Relevant Skills: In your application, clearly outline your competencies in report writing and any other relevant skills that align with the job description. This will demonstrate your suitability for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter to ensure there are no 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
Make sure to highlight your expertise in Financial Planning during the interview. Be prepared to discuss specific cases where you've successfully provided paraplanning support and how your knowledge has benefited clients.
✨Demonstrate Your Report Writing Skills
Since being a competent report writer is crucial for this role, bring examples of reports you've written in the past. Discuss your writing process and how you ensure clarity and accuracy in your documentation.
✨Emphasize Your Experience with UHNW Clients
The role involves working with Ultra High Net Worth clients, so be ready to share your experiences in dealing with such clientele. Talk about how you understand their unique needs and how you've tailored financial plans accordingly.
✨Prepare Questions About Flexibility and Team Dynamics
Since the company values flexibility, prepare thoughtful questions about how they support remote work and team collaboration. This shows your interest in their culture and helps you assess if it's the right fit for you.
