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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 all necessary tech for remote work.
- Why this job: Be part of a reputable company that values its staff and offers a supportive culture.
- Qualifications: Must hold a Diploma in Financial Planning and have 3+ years of paraplanning experience.
- Other info: Work from home regularly with all required hardware and software provided.
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. Being proficient in these technologies can set you apart from other candidates and demonstrate your commitment to efficiency in a home-based role.
✨Tip Number 3
Prepare for potential interviews by brushing up on technical knowledge related to paraplanning. Be ready to discuss case studies or scenarios that showcase your problem-solving skills and ability to support financial planners effectively.
✨Tip Number 4
Research the company’s values and culture. Understanding what they prioritise can help you tailor your conversations and show how your personal values align with theirs, making you a more attractive candidate.
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 paraplanning and any relevant qualifications, such as the Diploma in Financial Planning. Use specific examples to demonstrate your skills and achievements in previous roles.
Craft a Compelling Cover Letter: Write a cover letter that explains why you are interested in the Paraplanner position and how your background aligns with the company's needs. Mention your experience working closely with Senior Financial Planners and your ability to provide technical support.
Highlight Relevant Experience: In your application, emphasise your 3+ years of experience in a paraplanning capacity. Discuss specific tasks you've handled that relate to the role, such as preparing reports or conducting research for financial plans.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical 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
As a Paraplanner, you'll need to demonstrate your understanding of financial planning concepts. Be prepared to discuss specific technical scenarios you've encountered in your previous roles and how you resolved them.
✨Highlight Relevant Experience
With a requirement of 3+ years in a Paraplanning capacity, make sure to emphasise your relevant experience. Share examples of your past work that align with the responsibilities of the role, particularly your collaboration with Senior Financial Planners.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills. Think about potential challenges you might face in the role and how you would approach them, especially in a home-based setting.
✨Ask Insightful Questions
At the end of the interview, take the opportunity to ask insightful questions about the company culture, team dynamics, and the tools you'll be using. This shows your genuine interest in the role and helps you gauge if it's the right fit for you.
