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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 culture.
- Benefits: Enjoy competitive salary, bonuses, and hybrid working options after probation.
- 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: This is a permanent role offering a chance to develop within a high-quality firm.
The predicted salary is between 36000 - 60000 £ 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.
Paraplanner (Pensions Management) (Permanent) employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Pensions Management) (Permanent)
✨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 provide you with valuable insights and potentially lead to referrals.
✨Tip Number 2
Stay updated on the latest trends and regulations in pensions management. Subscribe to industry newsletters or follow thought leaders on social media. Demonstrating your knowledge during interviews can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss specific case studies or scenarios where you've successfully contributed to financial planning. Highlighting your problem-solving skills and technical expertise will show that you're ready to make an impact in the role.
✨Tip Number 4
Research the company culture of the firm you're applying to. Understanding their values and work environment can help you tailor your approach during interviews, making it clear that you're a good fit for their team.
We think you need these skills to ace Paraplanner (Pensions Management) (Permanent)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, particularly in pensions management. 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 Relevant Skills: In your application, clearly outline your skills related to collaboration with administrators and your technical expertise. This will show that you can focus on the technical aspects of financial planning while working effectively with others.
Showcase Career Growth Potential: Express your enthusiasm for career development in your application. Mention any previous roles where you have taken initiative or sought out professional growth opportunities, as this aligns with the firm's values.
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 the past to achieve common goals, particularly in a financial advisory context.
✨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 what steps you plan to take to further your career in financial planning.
