Paraplanner - Hybrid Working
other jobs mbf.
Added before 1 Days
- Wales,Cardiff
- Full Time, Permanent
- £45,000 - £50,000 per annum
Job Description:
Are you an experienced Paraplanner looking to join a highly regarded Financial Planning firm that truly values its people and delivers outstanding client service?
We’re working with a successful and well-established Financial Planning firm. The business has a strong name in the region; they are a Chartered business with an excellent reputation.
The firm prides itself on its supportive culture, professional development and commitment to providing first-class advice to clients.
This is an exciting opportunity to join a collaborative technical paraplanning team, working directly with two experienced Financial Advisers. You’ll have full administrative support from an in-house team, allowing you to focus on high-quality paraplanning, research and report writing - as well as supporting both advisers and their clients in delivering a truly personal service.
Key Responsibilities:
*Provide technical support to advisers through research, analysis and report writing.
*Prepare suitability reports and recommendations.
*Assist with client reviews and financial planning strategies.
*Liaise with advisers, administrators and product providers to ensure a smooth client experience.
*Contribute to maintaining and improving internal processes and technical standards.
About You:
*Hold the Diploma in Financial Planning (DipPFS) or equivalent.
*Working towards Chartered status would be advantageous.
*Strong technical knowledge across pensions, investments and protection.
*Excellent communication skills and attention to detail.
What’s on Offer:
*Basic salary to £50,000 (dependent on experience)
*Discretionary annual bonus
*25 days holiday + bank holidays
*Pension & Death in Service benefits
*Full exam and study support
*Hybrid working: 2 days in the office, 3 days from home
*A genuinely friendly, supportive environment where you’ll be valued and encouraged to grow
If you’re an experienced Paraplanner looking for a role where you can work closely with advisers, focus on quality technical work, and be part of a welcoming and professional team please apply.
We’re working with a successful and well-established Financial Planning firm. The business has a strong name in the region; they are a Chartered business with an excellent reputation.
The firm prides itself on its supportive culture, professional development and commitment to providing first-class advice to clients.
This is an exciting opportunity to join a collaborative technical paraplanning team, working directly with two experienced Financial Advisers. You’ll have full administrative support from an in-house team, allowing you to focus on high-quality paraplanning, research and report writing - as well as supporting both advisers and their clients in delivering a truly personal service.
Key Responsibilities:
*Provide technical support to advisers through research, analysis and report writing.
*Prepare suitability reports and recommendations.
*Assist with client reviews and financial planning strategies.
*Liaise with advisers, administrators and product providers to ensure a smooth client experience.
*Contribute to maintaining and improving internal processes and technical standards.
About You:
*Hold the Diploma in Financial Planning (DipPFS) or equivalent.
*Working towards Chartered status would be advantageous.
*Strong technical knowledge across pensions, investments and protection.
*Excellent communication skills and attention to detail.
What’s on Offer:
*Basic salary to £50,000 (dependent on experience)
*Discretionary annual bonus
*25 days holiday + bank holidays
*Pension & Death in Service benefits
*Full exam and study support
*Hybrid working: 2 days in the office, 3 days from home
*A genuinely friendly, supportive environment where you’ll be valued and encouraged to grow
If you’re an experienced Paraplanner looking for a role where you can work closely with advisers, focus on quality technical work, and be part of a welcoming and professional team please apply.
Job number 3104025
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.
metapel
Company Details:
mbf.
mbf. was originally established as an agency which wanted to differentiate itself from the norm. In 2012 our business was set up with the primary focu...