At a Glance
- Tasks: Support experienced Financial Planners and assist high-net-worth clients throughout the advice process.
- Company: Join an award-winning independent financial planning firm in Solihull.
- Benefits: Competitive salary, hybrid working, professional development support, and a friendly team environment.
- Other info: Great long-term career prospects and a collaborative team culture.
- Why this job: Develop your technical knowledge while making a real impact in financial planning.
- Qualifications: Experience in financial planning or paraplanning, with strong attention to detail.
The predicted salary is between 32000 - 37000 £ per year.
- Junior Paraplanner / Paraplanner
- Solihull
- Hybrid Working (3 days office / 2 days home)
MBF Recruitment is partnering with an award-winning independent financial planning firm to recruit a Junior Paraplanner / Paraplanner for its Solihull office.
This opportunity is ideally suited to an experienced Financial Planning Administrator looking to move into paraplanning, or a Junior Paraplanner keen to continue developing their technical knowledge within a supportive, high-quality financial planning environment.
Working alongside experienced Financial Planners, you'll support high-net-worth clients throughout the advice process, carrying out technical research, preparing suitability reports, assisting with cashflow modelling and helping deliver excellent client outcomes.
The Role
As part of an experienced and collaborative team, you'll play an important role in supporting Advisers from initial research through to implementing recommendations and ongoing client reviews.
Your responsibilities will include
- Conducting technical research across pensions, investments and protection.
- Preparing suitability reports and recommendation letters.
- Producing illustrations, cashflow models and supporting documentation.
- Assisting with annual reviews, valuations and client review packs.
- Supporting the implementation of recommendations and ensuring compliance documentation is completed accurately.
- Maintaining accurate client records and workflows using the firm's CRM system.
- Liaising with clients, providers and colleagues to ensure a smooth and efficient advice process.
- Attending client meetings when required to provide technical support and take meeting notes.
About You
To be considered, you'll ideally have
- Experience within an IFA or Financial Planning environment.
- Around two years' experience supporting Financial Planners or working within paraplanning or technical administration.
- Experience preparing suitability reports or carrying out technical research would be advantageous.
- The Level 4 Diploma, or good progress towards achieving it.
- Excellent attention to detail, strong organisational skills and a genuine interest in developing your technical knowledge.
Why Apply?
- Join an award-winning independent financial planning firm.
- Work with experienced Financial Planners supporting high-net-worth clients.
- Develop your technical knowledge across all areas of financial planning.
- Hybrid working with three days in the office and two from home.
- Support towards professional qualifications and continued career development.
- Friendly, collaborative team environment with excellent long-term career prospects.
If you're currently working as an IFA Administrator, Financial Planning Administrator, Technical Administrator or Junior Paraplanner and are looking for an opportunity to continue progressing your career, we'd be delighted to hear from you.
Please apply today for a confidential discussion.
Paraplanner / Junior Paraplanner in Solihull employer: mbf
Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner / Junior Paraplanner in Solihull
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like mbf. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner / Junior Paraplanner in Solihull
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to mbf.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on mbf's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at mbf
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with mbf.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at mbf will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former mbf employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
