Paraplanner
other jobs mbf.
Added before 4 Days
- England,South East,Surrey
- Full Time, Permanent
- £50,000 - £55,000 per annum
Job Description:
An excellent opportunity has arisen for an experienced Diploma-qualified Paraplanner to join a highly successful and fast-growing Chartered financial planning firm with a strong reputation within the wealth management sector.
This is a fantastic opportunity to join a modern, client-focused business that combines professional development, strong technical support and long-term career progression within a collaborative and forward-thinking environment.
The firm provides holistic financial planning advice to high-net-worth individuals and families across investments, retirement planning, pensions, estate planning and protection. Due to continued growth, they are now seeking an analytical and detail-oriented Paraplanner to support Financial Advisers in the delivery of high-quality client outcomes.
The Role
Working closely with Financial Advisers, responsibilities will include:
*Preparing and reviewing suitability reports and recommendations
*Conducting detailed financial analysis and research
*Gathering and analysing client financial information
*Supporting cashflow modelling and financial planning scenarios
*Researching investment, pension and protection solutions
*Liaising with providers and maintaining accurate client records
*Ensuring all work complies with FCA regulations and internal processes
*Assisting in the delivery of holistic financial planning advice
Candidate Requirements
*Diploma qualified (Level 4 CII or equivalent)
*Previous experience within a Paraplanning role
*Strong technical knowledge across pensions, investments, tax and protection
*Ability to perform basic tax calculations and financial analysis
*Experience using financial planning and back-office systems such as Intelliflo and/or Genovo would be advantageous
*Excellent communication and organisational skills
*Professional, client-focused and detail-oriented approach
What’s on Offer
*Very competitive salary and bonus structure
*Hybrid working arrangement
*Full support towards Chartered status
*Excellent long-term career progression opportunities
*Supportive and collaborative working environment
*Comprehensive company benefits package
This opportunity would suit an ambitious paraplanner looking to progress their career within a well-established and expanding financial planning firm.
This is a fantastic opportunity to join a modern, client-focused business that combines professional development, strong technical support and long-term career progression within a collaborative and forward-thinking environment.
The firm provides holistic financial planning advice to high-net-worth individuals and families across investments, retirement planning, pensions, estate planning and protection. Due to continued growth, they are now seeking an analytical and detail-oriented Paraplanner to support Financial Advisers in the delivery of high-quality client outcomes.
The Role
Working closely with Financial Advisers, responsibilities will include:
*Preparing and reviewing suitability reports and recommendations
*Conducting detailed financial analysis and research
*Gathering and analysing client financial information
*Supporting cashflow modelling and financial planning scenarios
*Researching investment, pension and protection solutions
*Liaising with providers and maintaining accurate client records
*Ensuring all work complies with FCA regulations and internal processes
*Assisting in the delivery of holistic financial planning advice
Candidate Requirements
*Diploma qualified (Level 4 CII or equivalent)
*Previous experience within a Paraplanning role
*Strong technical knowledge across pensions, investments, tax and protection
*Ability to perform basic tax calculations and financial analysis
*Experience using financial planning and back-office systems such as Intelliflo and/or Genovo would be advantageous
*Excellent communication and organisational skills
*Professional, client-focused and detail-oriented approach
What’s on Offer
*Very competitive salary and bonus structure
*Hybrid working arrangement
*Full support towards Chartered status
*Excellent long-term career progression opportunities
*Supportive and collaborative working environment
*Comprehensive company benefits package
This opportunity would suit an ambitious paraplanner looking to progress their career within a well-established and expanding financial planning firm.
Job number 3718031
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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...