Remote Paraplanner
other jobs mbf.
Added before 3 Days
- England,South West,Bristol
- Full Time, Permanent
- £52,000 - £62,000 per annum
Job Description:
Full job descriptionWe are currently partnering with a highly respected UK wealth management business, part of a global group with a long-standing heritage and an excellent reputation within the industry. Operating at the top end of the market, the firm provides bespoke advice and investment solutions to high and ultra-high-net-worth clients and offers a collaborative, high-performing working environment.
Due to continued growth and increased client demand, they are now looking to appoint an experienced Paraplanner on an initial 15-month fixed-term contract, with the potential for the role to become permanent.
The Role:
This is a fantastic opportunity to join a well-established and technically strong team, supporting Financial Planners and working closely with Investment Managers on complex client cases. You will play a key role in delivering high-quality technical support and ensuring an exceptional client experience.
Key Responsibilities:
*Preparing detailed suitability reports and financial planning documentation
*Conducting technical research across pensions, investments, tax planning and protection
*Supporting advisers with complex client cases, particularly within the HNW/UHNW space
*Liaising with internal teams, including discretionary investment managers
*Ensuring all work is compliant with current regulations and internal standards
Requirements:
*Proven experience working as a Paraplanner within a wealth management or IFA environment
*Strong technical knowledge across financial planning areas
*Experience supporting high-net-worth clients is highly desirable
*Diploma qualified (or working towards Chartered status preferred)
*Excellent attention to detail and report writing skills
What’s on Offer:
*Fully remote working
*Competitive salary up to £62,000 (depending on experience)
*Strong bonus structure
*Comprehensive benefits package
*Opportunity to work with a highly regarded firm and complex client base
*Potential for a permanent position following the initial contract
This is an excellent opportunity for a technically strong Paraplanner who enjoys working in a high-quality environment and is looking to be part of a respected and growing organisation.
Due to continued growth and increased client demand, they are now looking to appoint an experienced Paraplanner on an initial 15-month fixed-term contract, with the potential for the role to become permanent.
The Role:
This is a fantastic opportunity to join a well-established and technically strong team, supporting Financial Planners and working closely with Investment Managers on complex client cases. You will play a key role in delivering high-quality technical support and ensuring an exceptional client experience.
Key Responsibilities:
*Preparing detailed suitability reports and financial planning documentation
*Conducting technical research across pensions, investments, tax planning and protection
*Supporting advisers with complex client cases, particularly within the HNW/UHNW space
*Liaising with internal teams, including discretionary investment managers
*Ensuring all work is compliant with current regulations and internal standards
Requirements:
*Proven experience working as a Paraplanner within a wealth management or IFA environment
*Strong technical knowledge across financial planning areas
*Experience supporting high-net-worth clients is highly desirable
*Diploma qualified (or working towards Chartered status preferred)
*Excellent attention to detail and report writing skills
What’s on Offer:
*Fully remote working
*Competitive salary up to £62,000 (depending on experience)
*Strong bonus structure
*Comprehensive benefits package
*Opportunity to work with a highly regarded firm and complex client base
*Potential for a permanent position following the initial contract
This is an excellent opportunity for a technically strong Paraplanner who enjoys working in a high-quality environment and is looking to be part of a respected and growing organisation.
Job number 3820458
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Company Details:
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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...