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- Tasks: Support Senior Financial Planners with technical paraplanning tasks from the comfort of your home.
- Company: Join one of the UK's largest and most successful Financial Planning organisations.
- Benefits: Enjoy a competitive salary up to £47,000, bonuses, and excellent company perks.
- Why this job: Be part of a reputable company that values its staff and offers remote work flexibility.
- Qualifications: Must hold a Diploma in Financial Planning and have 3+ years of paraplanning experience.
- Other info: All necessary hardware and software will be provided for efficient home working.
The predicted salary is between 28200 - 47000 £ per year.
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
Network with professionals in the financial planning industry. Attend webinars, join relevant LinkedIn groups, and connect with current Paraplanners to gain insights into their experiences and the skills they find most valuable.
✨Tip Number 2
Familiarise yourself with the latest financial planning software and tools that are commonly used in the industry. Being proficient in these can set you apart from other candidates and show your commitment to staying updated.
✨Tip Number 3
Prepare for potential interviews by practising common paraplanning scenarios. Think about how you would approach specific client cases and be ready to discuss your problem-solving strategies and technical knowledge.
✨Tip Number 4
Research the company thoroughly. Understand their values, culture, and the specific services they offer. Tailoring your conversation to align with their mission can demonstrate your genuine interest in joining their team.
We think you need these skills to ace Paraplanner - Home based
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with the technical aspects of the role and how your experience aligns with the requirements outlined in the job description.
Highlight Relevant Experience: In your CV and cover letter, emphasise your 3+ years of experience in a Paraplanning capacity. Provide specific examples of your work that demonstrate your technical skills and ability to support Senior Financial Planners effectively.
Showcase Your Qualifications: Since the role requires a Diploma in Financial Planning as a minimum, ensure this qualification is prominently displayed in your application. If you have any additional certifications or training, mention those as well to strengthen your application.
Tailor Your Application: Customise your CV and cover letter for this specific position. Use keywords from the job description to show that you are a perfect fit for the role and the company culture. This will help your application stand out to the hiring team.
How to prepare for a job interview at mbf
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your understanding of financial planning concepts. Brush up on key topics and be prepared to discuss how you've applied your knowledge in previous roles.
✨Highlight Relevant Experience
With a requirement of 3+ years in a Paraplanning capacity, make sure to share specific examples from your past work that showcase your skills and contributions. Tailor your experiences to align with the job description.
✨Prepare Questions for the Interviewers
Engage with the interviewers by preparing thoughtful questions about the company culture, team dynamics, and expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
✨Demonstrate Your Ability to Work Remotely
Since this is a home-based role, be ready to discuss your experience with remote work. Highlight your self-discipline, time management skills, and any tools or strategies you use to stay productive while working from home.
