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- Tasks: Draft financial reports, collaborate with advisors, and conduct research for client solutions.
- Company: Join a dynamic wealth management firm backed by an international investment manager in Solihull.
- Benefits: Enjoy flexible working, competitive salary, and a discretionary bonus of £2-3K.
- Other info: Work hybrid with only 2 days in the office, fostering a supportive and innovative culture.
- Why this job: Be part of a growing team with opportunities for career progression and impactful contributions.
- Qualifications: Strong report writing skills preferred; enthusiasm and potential are also valued.
The predicted salary is between 35000 - 38000 £ per year.
Job Description
Paraplanner – Solihull, hybrid (2 days per week in office minimum
Salary from £35,000 to £38,000 plus company benefits and (£2-3K) discretionary bonus.
MBF Recruitment is delighted to be representing a small but dynamic wealth management business in Solihull, backed by an international Investment Manager. Our client is seeking a talented Paraplanner to join their growing team.
Why This Role?
- Flexible Working: Embrace the balance of remote work with only 2 days per week required in the office for team meetings.
- Competitive Salary: Earn £35-38K per annum, plus a discretionary bonus (of £2-3K) and benefits.
- Career Progression: With ambitious plans to double in size over the next three years, our client offers numerous opportunities for growth and advancement. Our client does have experience in offering their staff a route into client facing positions, although they'd want you to remain as a Paraplanner for 2-3 years before doing this.
Key Responsibilities:
- Drafting comprehensive and accurate financial planning suitability reports for a variety of client needs.
- Collaborating closely with advisors to provide tailored financial solutions.
- Conducting in-depth research and analysis to support client recommendations.
- Ensuring compliance with industry regulations and company standards.
- Prepare documentation to be presented to the client by the adviser in the advice process
- Ensure that cases requiring pre-approval are submitted in a timely fashion and confirmation to proceed is obtained
Who We're Looking For:
- Experience: Ideally, you have strong report writing capabilities for all types of financial planning suitability reports. However, candidates with more limited report writing experience who demonstrate potential and enthusiasm are also encouraged to apply.
- Skills: Excellent written and verbal communication skills, attention to detail, and the ability to work independently as well as part of a team.
- Qualifications: Relevant financial planning qualifications such as the Level 4 Diploma or progress towards them will be advantageous.
Join Our Client's Vision:
Be part of a forward-thinking company where your contributions make a real impact. Our client is dedicated to fostering a supportive and innovative work environment that encourages professional development and success.
Paraplanner / Report Writer employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner / Report Writer
✨Tip Number 1
Familiarise yourself with the latest financial planning regulations and compliance standards. This knowledge will not only help you in interviews but also demonstrate your commitment to the role and the industry.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who are already working as Paraplanners. They can provide insights into the role and may even refer you to opportunities within their firms.
✨Tip Number 3
Prepare to discuss specific examples of your report writing experience or any relevant projects you've worked on. Being able to articulate your thought process and the impact of your work will set you apart from other candidates.
✨Tip Number 4
Show enthusiasm for the company's growth plans during your conversations. Expressing your interest in career progression and how you can contribute to their vision will resonate well with the hiring team.
We think you need these skills to ace Paraplanner / Report Writer
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and report writing. Use keywords from the job description to demonstrate that you meet the specific requirements of the Paraplanner role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the company. Mention your relevant skills, such as attention to detail and communication abilities, and explain how they align with the responsibilities outlined in the job description.
Showcase Your Report Writing Skills: If possible, include examples of previous reports you've written or describe your experience in drafting financial planning suitability reports. This will help demonstrate your capabilities and understanding of the role.
Highlight Your Qualifications: Mention any relevant qualifications, such as the Level 4 Diploma in financial planning or progress towards it. This will show your commitment to professional development and align with the company's expectations.
How to prepare for a job interview at mbf
✨Showcase Your Report Writing Skills
Since the role requires strong report writing capabilities, be prepared to discuss your previous experience in drafting financial planning suitability reports. Bring examples if possible, and highlight any specific challenges you overcame while writing these reports.
✨Demonstrate Your Research Abilities
The job involves conducting in-depth research and analysis. Be ready to talk about how you approach research tasks, the tools you use, and how you ensure that your recommendations are well-supported by data.
✨Emphasise Team Collaboration
Collaboration with advisors is key in this role. Share examples of how you've successfully worked within a team to achieve common goals, and discuss how you communicate effectively with colleagues to provide tailored financial solutions.
✨Highlight Your Attention to Detail
Attention to detail is crucial for ensuring compliance with industry regulations. Prepare to discuss how you maintain accuracy in your work, perhaps by sharing specific instances where your attention to detail made a difference in a project or report.