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- Tasks: Draft financial reports, collaborate with advisors, and conduct research for client solutions.
- Company: Join a dynamic wealth management firm in Solihull, backed by an international investment manager.
- Benefits: Enjoy flexible working, competitive salary, and a discretionary bonus of £2-3K.
- Other info: Hybrid work model with only 2 days in the office required.
- 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.
Paraplanner – Solihull, hybrid (2 days per week in office minimum
Salary from GBP35,000 to GBP38,000 plus company benefits and (GBP2-3K) 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 GBP35-38K per annum, plus a discretionary bonus (of GBP2-3K) 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.
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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 specific financial planning regulations and compliance standards relevant to the role. This knowledge will not only help you in interviews but also demonstrate your commitment to the industry.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who work as Paraplanners. Engaging with them can provide insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Prepare to discuss your approach to drafting financial reports during the interview. Think of examples where you've successfully communicated complex information clearly and concisely, as this is a key skill for the position.
✨Tip Number 4
Show enthusiasm for the company's growth plans and how you can contribute to their vision. Highlighting your willingness to grow with the company can set you apart from other candidates.
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 approach to drafting financial planning suitability reports. This will help demonstrate your capabilities and understanding of the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Paraplanner.
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 your findings have influenced client recommendations in the past.
✨Emphasise Team Collaboration
Collaboration with advisors is key in this role. Share examples of how you've successfully worked within a team to develop tailored financial solutions, and discuss your communication style to show you can work well with others.
✨Highlight Your Attention to Detail
Attention to detail is crucial for ensuring compliance with industry regulations. Prepare to discuss how you ensure accuracy in your work, perhaps by sharing a specific instance where your attention to detail made a significant difference in a project.