At a Glance
- Tasks: Support Financial Planners with technical research and improve processes using innovative technology.
- Company: Modern financial planning firm in Manchester focused on innovation and growth.
- Benefits: Competitive salary, hybrid working, study support, and great company benefits.
- Other info: Excellent career prospects and the chance to influence a growing business.
- Why this job: Join a forward-thinking team and shape the future of paraplanning with cutting-edge tech.
- Qualifications: Experience in paraplanning or a strong interest in finance and technology.
The predicted salary is between 40000 - 50000 £ per year.
MBF are currently working with a modern and ambitious financial planning firm in Manchester that is looking to recruit a Paraplanner as part of its continued growth. This is an opportunity to join a business that is genuinely trying to do things differently. Alongside delivering high quality financial planning, they are investing heavily in technology, automation and AI to improve the way advice is delivered, making this an excellent opportunity for someone who enjoys improving processes as much as producing first class technical work.
Whether you're an experienced Paraplanner looking for your next challenge or someone earlier in your career with the right attitude and technical ability, all options can be considered at this stage.
The Role
You'll work closely with Financial Planners, providing technical support across a wide range of financial planning cases while also contributing ideas on how technology can improve efficiency and client outcomes. Your responsibilities will include:
- Preparing suitability reports
- Technical research and analysis
- Pension, investment and protection research
- Liaising with providers and product platforms
- Supporting advisers throughout the advice process
- Identifying opportunities to improve systems and processes
- Contributing towards the firm's use of AI and automation within the paraplanning function
About You
You'll ideally have:
- Previous Paraplanning experience within a UK financial planning firm
- Level 4 Diploma, or be working towards it
- Strong technical knowledge and report writing skills
- A keen interest in technology and process improvement
- A proactive mindset with a desire to find smarter ways of working
You certainly don't need to be an AI expert. The business is looking for someone who is open to new ideas, enjoys learning and wants to help shape the future of paraplanning rather than simply following established processes.
Salary & Benefits
- £40,000 - £50,000, negotiable depending on experience and qualifications
- Hybrid working
- Great company benefits package including pension etc
- Study support
- Excellent long-term career prospects
- Opportunity to play an influential role within a growing business
- Exposure to innovative technology and AI projects
Paraplanner in Warrington 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 in Warrington
✨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 in Warrington
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.
