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- Tasks: Provide technical support to Financial Planners and clients, preparing detailed reports and recommendations.
- Company: Join a prestigious, award-winning financial planning firm known for staff development and career progression.
- Benefits: Enjoy hybrid working, a salary up to £53,000, bonuses, and excellent company perks like private medical insurance.
- Why this job: Be part of a supportive team with minimal turnover and clear pathways for career advancement.
- Qualifications: Must be Level 4 Diploma qualified with experience in financial planning and strong communication skills.
- Other info: The company actively funds further qualifications, promoting continuous professional development.
The predicted salary is between 42000 - 60000 £ per year.
Overview
Director/Senior Recruitment Consultant – Financial Services – South West & Wales
Are you a highly skilled Paraplanner looking to join a prestigious, award-winning financial planning and investment management firm? This is an exceptional opportunity to become part of a true market leader with offices across the UK, renowned for their commitment to staff development, client service and career progression. Our client is seeking a Level 4 qualified Paraplanner to join their dynamic Winchester team. Working closely with a team of highly successful Financial Planners, you will play a vital role in delivering comprehensive technical support while being a key point of contact for clients.
What’s on Offer
- Basic salary up to £53,000
- Generous annual bonus scheme
- Hybrid working for a great work-life balance
Excellent company benefits including:
- Life cover & income protection
- Private Medical Insurance
- 25 days holiday + bank holidays
- Option to buy/sell additional holidays
Key Responsibilities
- Provide high-quality technical support to Financial Planners and clients
- Prepare detailed reports, research and recommendations
- Liaise directly with clients, ensuring exceptional service delivery
- Support the completion of complex financial planning solutions
- Stay up to date with industry regulations and standards
What We’re Looking For
- Level 4 Diploma qualified as a minimum (further exams advantageous)
- Previous experience as a Paraplanner within financial planning/wealth management
- Strong technical knowledge and attention to detail
- Excellent communication and client relationship skills
- Ambition to develop and progress within a leading firm
This company is well-known for minimal staff turnover, reflecting the supportive and rewarding working environment. They actively encourage and fund further qualifications, offering clear career progression pathways for ambitious individuals.
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Finance and Sales
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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 wealth management sectors. 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
Research the latest trends and regulations in financial planning. Being knowledgeable about current industry standards will not only boost your confidence but also demonstrate your commitment to staying informed, which is crucial for a role like this.
✨Tip Number 3
Prepare to discuss specific examples of how you've provided technical support in previous roles. Highlighting your experience with complex financial planning solutions will show that you're ready to hit the ground running in this position.
✨Tip Number 4
Familiarise yourself with the company's values and mission. Tailoring your conversation during interviews to reflect how your personal values align with theirs can make a strong impression and 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 Diploma 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 delivered exceptional service in previous roles.
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 continuous professional development.
How to prepare for a job interview at mbf
✨Showcase Your Technical Knowledge
As a Paraplanner, your technical expertise is crucial. Be prepared to discuss specific financial planning strategies and demonstrate your understanding of industry regulations. This will show the interviewers that you are not only qualified but also passionate about your field.
✨Prepare for Client Interaction Scenarios
Since you'll be liaising directly with clients, think of examples where you've provided exceptional service or resolved complex issues. Practising these scenarios can help you articulate your communication skills and client relationship management effectively during the interview.
✨Highlight Your Ambition for Growth
This company values career progression, so express your desire to develop further within the firm. Discuss any additional qualifications you plan to pursue and how they align with the company's commitment to staff development.
✨Research the Company Culture
Understanding the company's ethos and work environment is key. Familiarise yourself with their commitment to staff development and minimal turnover. This knowledge will allow you to tailor your responses and demonstrate that you are a good fit for their supportive culture.
