Paraplanner - Remote options

Mbf are working with one of the UKs largest & most successful Financial Planning and Investment Management organisations to recruit an experienced & qualified Paraplanner. Our client is a prestigious business that has an outstanding reputation, they are an award-winning national firm who have offices across the country. The client is a forward thinking, modern wealth manager and as a result they are able to offer flexible working options including once a week in the office, once a fortnight and potentially once a month for the right individual. This is an outstanding opportunity to join one of the leading names in the industry where you can have a long-term career. The focus of this role will be to provide 1-2-1 support to a very successful Senior Financial Planner/Director. The position will provide thorough technical support to the Planner and will have regular contact with HNW & UHNW clients. Should you want to, you will have the opportunity to attend client meetings with the planner and have a genuine impact on the advice journey. The role: Conduct thorough analysis of client financial situations and goals, leveraging technical expertise to develop comprehensive financial plans Collaborate with financial advisors and clients to gather necessary information and documents, ensuring accuracy and completeness of data To write client reports and detailed suitability letters, including client reviews, within agreed timescales/quality standards Conduct in-depth research on products, market trends, and regulatory changes to stay informed and provide up-to-date advice to clients and advisors Continuously enhance technical knowledge and skills through professional development Work very closely with Financial Planners on a daily basis To be considered: Level 4 Diploma as a minimum 3+ years’ experience within a Paraplanning role Proven ability to develop and maintain long term, trusted working relationships with Financial Planners and other colleagues at all levels Must have detailed knowledge of the Financial Planning industry Our client provides first class on the job training, support for market exams and they activity encourage progression – as a result they have minimal staff turnover. They are offering a very competitive package: Basic salary to £50,000 + excellent bonus, generous holiday entitlement, pension, PHI, DIS, critical illness cover and much more.