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- Tasks: Support Chartered Financial Planners with technical assistance and client-focused activities.
- Company: Join a reputable, growing Independent Financial Planning & Investment Management firm.
- Benefits: Enjoy a competitive salary, bonuses, hybrid work, and extensive career progression opportunities.
- Why this job: Be part of a dynamic team where your contributions are valued and recognized.
- Qualifications: Must hold a Diploma in Regulated Financial Planning (CII Level 4); additional qualifications are a plus.
- Other info: Flexible working model: 2 days in the office, 3 days remote.
The predicted salary is between 36000 - 54000 £ per year.
A highly regarded, privately owned Independent Financial Planning & Investment Management organisation is seeking an experienced Paraplanner to join their team. With offices across the South West and London, this well-established and reputable company has experienced steady growth over recent years.
The Role: Due to increased business demand, they are looking for a Paraplanner to provide full technical support to Chartered Financial Planners and Financial Planners. This role will focus on delivering comprehensive technical assistance, allowing advisors to focus on client-facing activities.
Requirements:
- You must hold a Diploma in Regulated Financial Planning (CII Level 4) as a minimum.
- Progress towards Chartered status, or any additional qualifications, would be highly advantageous.
What’s on Offer: Our client takes pride in their low staff turnover, which is attributed to exceptional on-the-job training, a supportive working environment, and extensive opportunities for career progression. Whether you're looking to advance into advisory or management roles, or prefer to develop further as a Paraplanner, the business offers a clear, structured progression path.
The company provides a highly competitive package, including:
- Basic salary up to £45,000 (dependent on experience)
- Discretionary bonus
- Pension scheme
- Private medical insurance (PMI)
- Generous holiday entitlement
- Group income protection
- Health cash plans
- Life cover
- And more
Work-Life Balance: Recognising the importance of flexibility, the company offers a hybrid working model, with 2 days in the office and 3 days working from home.
Why Join? This is a fantastic opportunity to become part of a leading financial planning firm that truly values its employees. You'll be joining a dynamic, forward-thinking organisation where your contribution will be recognised and valued. If you're looking for a role where you can make a real impact in a collaborative, growth-focused environment, 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
Familiarize yourself with the latest trends and regulations in financial planning. This will not only help you in interviews but also demonstrate your commitment to staying updated in a rapidly changing industry.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend industry events or join relevant online forums to connect with others who can provide insights or even refer you to opportunities within their organizations.
✨Tip Number 3
Prepare to discuss how your previous experience aligns with the role of a Paraplanner. Think about specific examples where you've provided technical support or contributed to client-facing activities, as this will showcase your suitability for the position.
✨Tip Number 4
Research the company culture and values of the organization you're applying to. Understanding their approach to employee development and work-life balance will allow you to tailor your conversation during the interview and show that you’re a great fit.
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 experience as a Paraplanner and any relevant qualifications, such as the Diploma in Regulated Financial Planning. Emphasize your technical support skills and any progress towards Chartered status.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the role. Mention how your skills align with the company's needs and express your enthusiasm for contributing to their team.
Highlight Relevant Experience: In your application, focus on specific examples from your past roles where you provided technical support to financial planners. This will demonstrate your capability and readiness for the position.
Showcase Your Commitment to Professional Development: Mention any additional qualifications or training you are pursuing, as well as your commitment to continuous learning in the financial planning field. This aligns with the company's values of career progression and employee development.
How to prepare for a job interview at mbf
✨Showcase Your Technical Knowledge
As a Paraplanner, it's crucial to demonstrate your understanding of financial planning concepts. Be prepared to discuss your experience with technical support for financial planners and how you've contributed to client-facing activities in the past.
✨Highlight Your Qualifications
Make sure to mention your Diploma in Regulated Financial Planning (CII Level 4) and any progress towards Chartered status. If you have additional qualifications, bring them up as they can set you apart from other candidates.
✨Emphasize Team Collaboration
This role involves working closely with Chartered Financial Planners. Share examples of how you've successfully collaborated with others in previous roles, focusing on your ability to support and enhance their client interactions.
✨Express Your Career Aspirations
The company values career progression, so be open about your goals. Whether you're looking to advance into advisory roles or deepen your expertise as a Paraplanner, let them know how you see your future aligning with their growth-focused environment.
