At a Glance
- Tasks: Provide technical support and mentorship in financial planning for HNW/UHNW clients.
- Company: Highly regarded independent financial planning practice in Trowbridge.
- Benefits: Up to £60,000 salary, bonuses, hybrid working, and excellent company benefits.
- Other info: Clear career progression towards a Paraplanning Team Leader role.
- Why this job: Join a successful firm and develop your leadership skills while making a real impact.
- Qualifications: Experience in paraplanning, strong technical knowledge, and Level 4 Diploma qualified.
The predicted salary is between 60000 - 60000 £ per year.
A fantastic opportunity has arisen for an experienced Senior Paraplanner to join a highly regarded, fully independent financial planning practice based in Trowbridge. This established and successful firm has built an excellent reputation for delivering exceptional, long-term financial planning advice to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients across the local region and throughout the UK. With a strong focus on building lasting client relationships, the business prides itself on providing a truly holistic approach to financial planning and maintaining the highest standards of service.
Due to continued growth, the firm is now seeking a Senior Paraplanner to join its highly skilled technical support team. This is an exciting opportunity for an experienced individual who is looking to take the next step in their career, combining advanced technical paraplanning responsibilities with an element of leadership and mentorship within the team.
The Role
- Working closely with a team of highly successful Financial Advisers, you will provide comprehensive technical support across a range of complex client cases, helping to deliver high-quality financial planning solutions.
- The role will have two key focuses:
- Senior Paraplanning
- Preparing detailed suitability reports and technical recommendations across pensions, investments, retirement planning, protection and wider wealth planning areas.
- Conducting in-depth research, analysis and cashflow modelling to support client recommendations.
- Working closely with Financial Advisers before and after client meetings to ensure efficient and accurate advice delivery.
- Reviewing existing client arrangements and identifying opportunities for further planning.
- Supporting complex and high-value client cases from initial research through to implementation.
- Maintaining regular communication with advisers and clients, providing technical input throughout the advice process.
- Acting as a senior point of contact within the paraplanning team for technical queries, complex cases and problem-solving.
- Supporting and mentoring junior members of the paraplanning team, helping to develop their technical knowledge and confidence.
- Providing guidance and oversight to ensure consistently high standards across the team.
- Taking a lead role in improving processes and supporting the continued growth of the technical support function.
This position offers an excellent opportunity for someone who enjoys technical paraplanning but is also looking to develop their leadership capabilities, with a pathway towards a Paraplanning Team Leader position in the near future.
About You
The ideal candidate will be an experienced Senior Paraplanner who is looking for a role where they can make a wider contribution and play a key part in the continued success of the business. You will ideally have:
- Significant experience working within a paraplanning role within an independent financial planning environment.
- Strong technical knowledge across pensions, investments, retirement planning, and holistic financial planning.
- Level 4 Diploma qualified as a minimum, with Chartered status or progress towards Chartered desirable.
- Experience supporting complex HNW/UHNW client cases.
- Excellent report writing skills with a strong eye for detail and accuracy.
- The confidence to act as a technical sounding board for advisers and colleagues.
- A proactive approach with the ability to support and mentor less experienced team members.
- Strong communication skills and the ability to build effective relationships with advisers, clients, and internal teams.
What’s on Offer
- Basic salary up to £60,000.
- Additional bonus opportunity.
- Excellent company benefits package.
- Hybrid working arrangement.
- Opportunity to join a highly respected and successful independent financial planning practice.
- Supportive and collaborative working environment.
- Access to a strong internal support structure, including junior paraplanners and IFA administrators.
- Clear career progression, including the opportunity to develop into a Paraplanning Team Leader role.
The role is ideally suited to someone who enjoys being office-based for part of the week, with the ability to collaborate closely with advisers and the wider team. The company operates a flexible hybrid approach and for an exceptional individual, they would consider a reduced office presence (potentially around one day per week following an initial bedding-in period).
This is a rare opportunity for an ambitious Senior Paraplanner to join a successful, independent financial planning firm where they can continue to develop technically, take on leadership responsibilities, and play an important role in delivering outstanding outcomes for clients.
Senior Paraplanner in Trowbridge 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 Senior Paraplanner in Trowbridge
✨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 Senior Paraplanner in Trowbridge
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.
