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- Tasks: Support Financial Planners with technical expertise and client communication.
- Company: Join a prestigious, award-winning financial planning firm with a strong reputation.
- Benefits: Enjoy hybrid working, a generous bonus scheme, and excellent company perks.
- Why this job: Be part of a supportive team that values career progression and professional development.
- Qualifications: Must be Level 4 qualified with experience in financial planning or wealth management.
- Other info: Minimal staff turnover reflects a rewarding work environment focused on employee growth.
The predicted salary is between 38000 - 53000 £ per year.
An exceptional opportunity has arisen for an experienced Paraplanner to join one of the most respected and established financial planning and investment management organisations in the UK. The organisation has built a strong reputation for professionalism and high standards.
Based in Winchester, the role sits within a highly successful advisory team and offers the chance to work alongside some highly experienced and successful financial planners. The individual will play a central role in delivering high-quality technical support and ensuring clients receive an outstanding, well-considered planning experience.
This is a firm with genuine gravitas, a strong national presence and a reputation for investing heavily in its people. Staff retention is exceptionally high; career pathways are clearly defined and professional development is actively encouraged and funded.
The Role
You will be responsible for producing detailed, technically robust financial planning reports and recommendations, supporting complex client cases and acting as a trusted technical resource to both advisers and clients. The position combines analytical depth with meaningful client interaction, offering variety, challenge and long-term progression.
Key Responsibilities
- Deliver comprehensive technical support to Financial Planners
- Prepare detailed suitability reports, research and recommendations
- Liaise directly with clients, maintaining exemplary service standards
- Assist with the implementation of sophisticated financial planning strategies
- Ensure ongoing compliance with regulatory and industry standards
Candidate Profile
- Level 4 Diploma qualified as a minimum
- Proven experience within a Paraplanning role in financial planning or wealth management
- Strong technical capability with exceptional attention to detail
- Professional communication skills and confidence dealing with clients
- Ambition to develop within a highly regarded, long-term career environment
Remuneration and Benefits
- Basic salary up to £53,000
- Generous annual bonus scheme
- Comprehensive benefits package including pension, life cover and income protection
- Private medical insurance
- 25 days holiday plus bank holidays, with the option to buy or sell additional days
- Ongoing support for professional development and further qualifications
This role offers the opportunity to build a long-term career within a firm that combines prestige, stability and a genuine commitment to excellence.
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Paraplanner - Hybrid working employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Hybrid working
✨Tip Number 1
Network with professionals in the financial planning and investment management sector. Attend industry events or join relevant online forums to connect with current Paraplanners and Financial Planners. This can provide you with insights into the company culture and potentially lead to referrals.
✨Tip Number 2
Stay updated on the latest industry regulations and standards. Subscribe to financial news outlets or join professional bodies related to financial planning. Demonstrating your knowledge during interviews can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss specific examples of how you've provided technical support in previous roles. Highlight your attention to detail and communication skills, as these are crucial for the role. Practising your responses can help you articulate your experience effectively.
✨Tip Number 4
Research the company thoroughly before your interview. Understand their values, services, and recent achievements. 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 - Hybrid working
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 qualification and relevant experience as a Paraplanner. Emphasise your technical knowledge, attention to detail, and any previous roles in financial planning or wealth management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific reasons why you want to join this prestigious firm and how your skills align with their commitment to client service and staff development.
Highlight Relevant Skills: In your application, focus on your communication and client relationship skills. Provide examples of how you've successfully liaised with clients and supported Financial Planners in the past.
Show Ambition for Growth: Express your ambition to develop and progress within the firm. Mention any further qualifications you are pursuing or plan to pursue, demonstrating your commitment to ongoing professional development.
How to prepare for a job interview at mbf
✨Showcase Your Technical Knowledge
As a Paraplanner, it's crucial to demonstrate your strong technical knowledge during the interview. Be prepared to discuss specific financial planning scenarios and how you would approach them, showcasing your understanding of regulations and standards.
✨Highlight Your Communication Skills
Since you'll be liaising directly with clients, excellent communication skills are essential. Practice articulating complex financial concepts in a clear and concise manner, and be ready to provide examples of how you've successfully managed client relationships in the past.
✨Emphasise Your Attention to Detail
Attention to detail is key in this role. Prepare to discuss instances where your meticulous nature has positively impacted your work, such as identifying errors in reports or ensuring compliance with industry standards.
✨Express Your Ambition for Growth
This company values career progression, so make sure to express your ambition to develop within the firm. Share your goals for further qualifications and how you see yourself contributing to the team's success in the long term.
