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- Tasks: As a Paraplanner, you'll support Senior Financial Planners and prepare detailed reports.
- Company: Join a prestigious Financial Planning & Investment Management firm known for excellence.
- Benefits: Enjoy hybrid working, competitive salary, bonuses, and comprehensive health benefits.
- Why this job: This role offers flexibility, career growth, and the chance to make a real impact.
- Qualifications: You need experience in Wealth Management and a Level 4 Diploma in Financial Planning.
- Other info: Full support for professional qualifications and a vibrant work culture await you.
The predicted salary is between 36000 - 54000 £ per year.
This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
We are partnering with one of the UK’s most prestigious Financial Planning & Investment Management firms to recruit an experienced Paraplanner. This award-winning company is widely recognised for its excellence in the industry and offers a fantastic working environment.
Why Join?
As a market leader, this firm values flexibility and work-life balance. They offer experienced Paraplanners the option to work from home up to four days per week, ensuring a productive and efficient remote setup with full hardware and software support.
The Role
As a Paraplanner, you will provide high-level technical support to a team of Senior Financial Planners. You will collaborate closely with both Planners and Financial Planning Administrators to ensure seamless client service.
Key Responsibilities:
- Prepare detailed suitability reports across various financial products and investment solutions.
- Conduct in-depth technical research to support client recommendations.
- Maintain accurate client records to ensure compliance and effective service delivery.
- Work alongside Financial Planners to achieve the best outcomes for clients.
- Provide technical support to Planners and coordinate with Administrators to ensure a high standard of service.
What we’re looking for:
- Experience within Wealth Management / Financial Planning.
- Minimum qualification: Diploma in Financial Planning (Level 4 CII or equivalent).
- Strong analytical skills, attention to detail, and the ability to handle complex cases.
- A proactive and client-focused approach.
What’s on Offer?
This firm is committed to career development and provides full support for further professional qualifications.
Benefits Package:
- Salary up to £45,000
- Annual discretionary bonus
- Group Life Assurance & Income Protection
- Private Medical Insurance
- Employee Assistance Programme
- Flexible benefits package
This is an excellent opportunity to join a highly respected firm offering long-term career progression and professional development.
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 insider knowledge about the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest financial products and investment solutions. Being well-versed in current market trends and regulations will not only boost your confidence but also demonstrate your commitment to the field during interviews.
✨Tip Number 3
Prepare to discuss your analytical skills and attention to detail in practical scenarios. Think of examples from your past experience where you successfully handled complex cases or provided exceptional client service, as these will be key points of interest for potential employers.
✨Tip Number 4
Research the company’s values and culture before your interview. Understanding their approach to work-life balance and professional development will help you align your answers with what they are looking for, making you a more attractive candidate.
We think you need these skills to ace Paraplanner - Hybrid Working
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Wealth Management and Financial Planning. Emphasise your qualifications, particularly the Diploma in Financial Planning, and showcase any analytical skills or complex case handling.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the Paraplanner role. Mention your experience in preparing suitability reports and conducting technical research, and express your enthusiasm for working in a flexible environment.
Highlight Key Skills: In your application, focus on your strong analytical skills and attention to detail. Provide examples of how you've successfully collaborated with Financial Planners and Administrators to enhance client service.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application demonstrates professionalism and attention to detail, which are crucial for a Paraplanner.
How to prepare for a job interview at mbf
✨Research the Company
Before your interview, take some time to research the financial planning and investment management firm. Understand their values, services, and recent achievements. This will not only help you tailor your answers but also show your genuine interest in the company.
✨Prepare for Technical Questions
As a Paraplanner, you'll need to demonstrate your technical knowledge. Be ready to discuss various financial products and investment solutions. Brush up on your understanding of suitability reports and compliance requirements to impress your interviewers.
✨Showcase Your Analytical Skills
Highlight your analytical skills during the interview. Provide examples of how you've handled complex cases in the past and how your attention to detail has benefited your previous employers. This is crucial for a role that requires in-depth technical research.
✨Emphasise Your Client-Focused Approach
The firm is looking for someone with a proactive and client-focused mindset. Share experiences where you've gone above and beyond for clients, and explain how you collaborate with others to achieve the best outcomes. This will demonstrate that you're a team player who prioritises client satisfaction.
