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- Tasks: Prepare client-focused financial reports and support Financial Planners in meetings.
- Company: Leading national financial planning practice with a collaborative culture.
- Benefits: Up to £45,000 salary, hybrid working, and competitive benefits package.
- Why this job: Join a respected firm and make a real impact in financial planning.
- Qualifications: Level 4 Diploma in Financial Planning and previous paraplanning experience.
- Other info: Great career growth opportunities and ongoing professional development.
The predicted salary is between 36000 - 54000 £ per year.
Job Description
Mbf are working closely with a national, chartered and fully independent financial planning practice to recruit an experienced Paraplanner to join their growing Bath team.
This is an exciting opportunity to become part of a forward-thinking firm that delivers truly holistic financial planning to clients across the UK. The business has built an outstanding reputation for professionalism, integrity, and personal development making this an ideal move for someone seeking to advance their career within a high-calibre environment.
The Role
As a Paraplanner, you’ll work closely with a team of highly successful Financial Planners, providing technical and research support across all areas of financial advice including investments, pensions, protection, and tax planning. You’ll play an integral part in the advice process and will enjoy regular client contact, helping to deliver an exceptional service and first-class outcomes.
You’ll be joining a collaborative, supportive team where your input is valued and your professional growth is encouraged.
Key Responsibilities:
- Support Financial Planners in preparing and delivering high-quality financial advice.
- Conduct research and produce detailed suitability reports.
- Liaise directly with clients to gather information and ensure a seamless advice journey.
- Maintain a strong understanding of financial planning principles and FCA regulations.
- Work as part of a cohesive team committed to providing exceptional client service.
About You:
- Minimum 2 years’ experience as a Paraplanner within an IFA or wealth management environment.
- Ideally Diploma qualified (Level 4) or working towards completion.
- Strong technical knowledge across investments, pensions, and protection.
- Excellent communication skills, with confidence liaising with both advisers and clients.
- Proactive, organised, and detail-focused with a genuine passion for financial planning.
The Offer:
- Competitive basic salary up to £50,000 (depending on experience).
- Hybrid working model – typically 2 days in the office.
- Excellent benefits package and full support with further qualifications.
- Genuine career progression within a highly respected Chartered firm.
If you’re an experienced Paraplanner looking for a role where you’ll be valued, supported, and given room to grow, we’d love to hear from you.
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 like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the company you're eyeing. A friendly chat can sometimes lead to insider info or even a referral!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss pensions, investments, and tax planning. We want you to shine when they ask about your experience and how you can support their Financial Planners.
✨Tip Number 3
Show off your attention to detail! Bring along examples of your previous work, like client-focused reports or recommendations. This will demonstrate your ability to produce high-quality documentation that meets compliance standards.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace Paraplanner - Hybrid Working
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your relevant experience in financial planning, especially your technical knowledge in pensions, investments, and tax planning. We want to see how you can bring value to our team!
Showcase Your Skills: Don’t just list your qualifications; demonstrate how your Level 4 Diploma and previous paraplanning experience make you a perfect fit. Use specific examples to show off your attention to detail and organisational skills. We love seeing real-life applications of your expertise!
Be Professional Yet Personable: While we appreciate professionalism, don’t be afraid to let your personality shine through. We’re a close-knit team, so showing us your collaborative approach and proactive attitude can really set you apart from other candidates. Let us know why you’d be a great fit for our culture!
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our fantastic team here at StudySmarter!
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and tax planning. Being able to discuss these topics confidently will show that you're not just a good fit for the role, but that you’re genuinely passionate about financial planning.
✨Prepare Client-Focused Examples
Think of specific examples from your previous paraplanning experience where you’ve made a real impact. Whether it’s preparing detailed reports or supporting Financial Planners in client meetings, having these stories ready will help you demonstrate your skills effectively.
✨Show Your Collaborative Side
Since this role involves working closely with a team, be prepared to discuss how you’ve successfully collaborated in the past. Highlight instances where your proactive approach has helped improve team dynamics or client outcomes.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team culture, ongoing professional development opportunities, or how they ensure compliance standards are met. This shows your interest in the role and helps you gauge if the company is the right fit for you.