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- Tasks: Prepare detailed research and financial planning recommendations while collaborating with an in-house administrator.
- Company: Join a highly regarded boutique independent financial advisory firm with a friendly team atmosphere.
- Benefits: Enjoy hybrid working options, competitive salary, bonuses, and great company perks.
- Why this job: Make a real impact in a supportive environment with opportunities for career growth.
- Qualifications: Experience as a Paraplanner in IFA/Wealth Management with strong technical knowledge in pensions and investments.
- Other info: Work closely with a dedicated team focused on high-quality financial advice.
The predicted salary is between 30000 - 42000 £ 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.
- Preparing detailed research, suitability reports, and financial planning recommendations.
- Collaborating with an in-house administrator, allowing you to focus on the technical aspects of financial planning.
- 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.
- Experience as a Paraplanner in an IFA/Wealth Management environment.
- Strong technical knowledge across pensions, investments, and tax planning.
Locations
Paraplanner (Investments) employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Investments)
✨Tip Number 1
Network with professionals in the financial advisory sector. Attend industry events or join relevant online forums to connect with current Paraplanners and learn about their experiences. This can give you insights into what firms like ours value in candidates.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in pensions, investments, and tax planning. Being well-versed in current market conditions will not only boost your confidence but also demonstrate your commitment to staying informed in your field.
✨Tip Number 3
Prepare to discuss specific examples of your previous work as a Paraplanner. Think about how you've contributed to financial planning processes and how your technical knowledge has benefited clients. Real-life scenarios can make a strong impression during interviews.
✨Tip Number 4
Showcase your ability to collaborate effectively with other team members, especially administrators. Highlighting your teamwork skills can set you apart, as our role involves working closely with others to deliver high-quality financial advice.
We think you need these skills to ace Paraplanner (Investments)
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 technical knowledge in pensions, investments, and tax planning to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your desire to make an impact within a close-knit team. Mention specific experiences that demonstrate your ability to prepare detailed research and suitability reports.
Highlight Collaboration Skills: Since the role involves collaborating with an in-house administrator, be sure to mention any previous teamwork experiences. Illustrate how you effectively worked with others to achieve common goals in financial planning.
Showcase Career Growth Aspirations: Express your enthusiasm for career development in your application. Highlight any past experiences where you took initiative to grow professionally, and explain how you see yourself evolving within the firm.
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.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to create suitability reports. Practise articulating how you would approach different financial planning situations, as this will showcase your analytical thinking.
✨Emphasise Team Collaboration
Since the role involves collaborating with an in-house administrator, highlight your teamwork skills. Share examples of how you've successfully worked with others in past roles to achieve common goals, which will resonate well with the firm's close-knit culture.
✨Express Your Career Aspirations
This position offers career growth opportunities, so be sure to express your aspirations during the interview. Discuss how you see yourself developing within the firm and how your goals align with their vision, showing that you're committed to long-term success.
