At a Glance
- Tasks: Prepare detailed reports, conduct research, and mentor junior paraplanners.
- Company: Independent financial planning practice in Trowbridge with a supportive culture.
- Benefits: Hybrid working, competitive salary, and opportunities for professional growth.
- Other info: Opportunity to lead the paraplanning team in the future.
- Why this job: Join a dynamic team and make a real impact on high-value client work.
- Qualifications: Experience in paraplanning and strong collaboration skills.
The predicted salary is between 60000 - 80000 £ per year.
mbf, a fully independent financial planning practice in Trowbridge, invites an experienced Senior Paraplanner to join the technical support team and support high-value client work. You will:
- Prepare detailed suitability reports
- Conduct research and cashflow modelling
- Collaborate with advisers
- Mentor junior paraplanners
- Help improve processes
- Lead the paraplanning team in the future
We think you need these skills to ace Senior Paraplanner & Technical Lead (Hybrid) in Trowbridge
Financial Planning
Suitability Report Preparation
Research Skills
Cashflow Modelling
Collaboration
Mentoring
Process Improvement
