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- Tasks: Support Managing Partners with research, reports, and client engagement.
- Company: Join a respected boutique financial advisory firm with a friendly team atmosphere.
- Benefits: Enjoy hybrid working, competitive salary, bonuses, and great company perks.
- Why this job: Make a real impact in client relationships and strategic decisions from day one.
- Qualifications: Level 4 Diploma qualified or working towards it, with Paraplanning experience.
- Other info: Be part of a supportive environment focused on career growth.
The predicted salary is between 28800 - 43200 £ per year.
Are you an experienced Paraplanner looking for a role where you can truly make an impact? Our client, a highly regarded boutique independent financial advisory firm, is seeking a dedicated Paraplanner to join their close-knit and friendly team.
The opportunity:
- This is a unique chance to work closely with the firm’s two Managing Partners, playing an integral role in the advice process from day one.
- You will have direct client exposure and the opportunity to be a key part of the business.
What you’ll be doing:
- Providing comprehensive technical support to the Managing Partners.
- Preparing detailed research, suitability reports, and financial planning recommendations.
- Engaging with clients regularly, ensuring they receive a highly personal and tailored service.
- Collaborating with an in-house administrator, allowing you to focus on the technical aspects of financial planning.
Why join?
- Boutique, independent firm - work in a tight-knit team where your contributions matter.
- Direct involvement in client advice - build strong client relationships from the start.
- Supportive environment - work closely with experienced Directors and be part of strategic decision-making.
- Career growth - an opportunity to develop within an established, high-quality firm.
- Competitive basic salary, bonus and good company benefits.
- Hybrid working after probation period - 3 days in the office & 2 from home or vice versa.
What we’re looking for:
- Level 4 Diploma qualified (or working towards).
- Experience as a Paraplanner in an IFA/Wealth Management environment.
- Strong technical knowledge across pensions, investments, and tax planning.
- A proactive and collaborative approach, with excellent communication skills.
This is a great opportunity to join a professional practice where you will be an integral part of the business and client journey.
Paraplanner - Hybrid working (Exeter) employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Hybrid working (Exeter)
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who work in boutique firms. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Research the specific financial products and services offered by the firm. Being knowledgeable about their offerings will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 3
Prepare to discuss your previous experiences in detail, particularly how you've contributed to client relationships and technical support in past roles. Highlighting your proactive approach will resonate well with the firm's values.
✨Tip Number 4
Familiarise yourself with current trends in financial planning, especially around pensions, investments, and tax planning. This knowledge will not only boost your confidence but also show that you're committed to staying updated in the field.
We think you need these skills to ace Paraplanner - Hybrid working (Exeter)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, especially in an IFA or Wealth Management environment. Emphasise your Level 4 Diploma qualification and any relevant technical knowledge in pensions, investments, and tax planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the firm. Mention how your proactive and collaborative approach aligns with their team culture and how you can contribute to their client relationships.
Highlight Relevant Experience: In your application, provide specific examples of your previous work that demonstrate your ability to prepare detailed research, suitability reports, and financial planning recommendations. This will show your potential employer that you can hit the ground running.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at mbf
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your strong technical knowledge across pensions, investments, and tax planning. Be prepared to discuss specific examples from your previous experience that highlight your expertise in these areas.
✨Emphasise Client Engagement Skills
Since this role involves direct client exposure, it's crucial to showcase your communication skills. Share instances where you've successfully built relationships with clients and provided tailored financial advice.
✨Demonstrate Proactivity and Collaboration
The firm values a proactive and collaborative approach. Prepare to discuss how you've worked effectively within a team, particularly with administrators or other professionals, to enhance the advice process.
✨Express Your Desire for Career Growth
This position offers opportunities for career development. Convey your enthusiasm for growing within the firm and how you see yourself contributing to its success in the long term.
