Paraplanner
other jobs mbf.
Added before 2 Days
- England,London,City of London
- Full Time, Permanent
- £45,000 - £60,000 per annum
Job Description:
Full job descriptionParaplanner
London | Hybrid Working (Up to 3 Days from Home)
£45,000 - £60,000 + Bonus + Exceptional Benefits
A leading UK wealth management and financial planning firm is seeking an experienced Paraplanner to join its established Financial Planning team in London.
This is an excellent opportunity to join a highly respected organisation with a long-standing reputation for delivering bespoke wealth management and financial planning services to private clients, charities and institutions. The business manages significant assets on behalf of clients and offers a collaborative, professional environment with excellent long-term career prospects.
The Opportunity
Working closely with Financial Planners and Client Support teams, you will play a key role in delivering high-quality financial planning advice and an exceptional client experience.
You will be responsible for preparing detailed research, drafting suitability reports and supporting advisers with the delivery of advice across a broad range of financial planning areas, including pensions, investments, tax planning and estate planning.
Key Responsibilities
*Produce high-quality suitability reports and financial planning recommendations.
*Conduct technical research to support client reviews and new business advice.
*Attend client meetings alongside Financial Planners and prepare detailed meeting notes.
*Brief advisers on key client issues ahead of meetings.
*Liaise directly with clients to gather information and clarify requirements.
*Work collaboratively with advisers, administrators and wider stakeholders to deliver excellent client outcomes.
*Contribute to the continuous improvement of processes, templates and best practice.
*Manage your own workload effectively whilst maintaining exceptional standards.
*Keep up to date with industry, tax and legislative developments.
About You
To be considered for this opportunity, you should possess:
*Diploma in Financial Planning (or equivalent) or be working towards completion.
*Previous experience within a Paraplanning role.
*Strong technical knowledge across pensions, investments and financial planning.
*Good understanding of UK taxation, including Capital Gains Tax and Inheritance Tax.
*Experience supporting Financial Planners within a client-facing wealth management environment.
*Excellent report writing, research and communication skills.
*Chartered status or progress towards Chartered would be advantageous.
Package & Benefits*Basic salary £45,000 - £60,000
*Annual discretionary bonus
*9% employer pension contribution
*Private Medical Insurance
*Health Screening
*Life Assurance
*Income Protection
*Sharesave Scheme
*Season Ticket Loan
*25 days annual leave
*Option to purchase an additional 5 days holiday
*Full study support and professional development
London | Hybrid Working (Up to 3 Days from Home)
£45,000 - £60,000 + Bonus + Exceptional Benefits
A leading UK wealth management and financial planning firm is seeking an experienced Paraplanner to join its established Financial Planning team in London.
This is an excellent opportunity to join a highly respected organisation with a long-standing reputation for delivering bespoke wealth management and financial planning services to private clients, charities and institutions. The business manages significant assets on behalf of clients and offers a collaborative, professional environment with excellent long-term career prospects.
The Opportunity
Working closely with Financial Planners and Client Support teams, you will play a key role in delivering high-quality financial planning advice and an exceptional client experience.
You will be responsible for preparing detailed research, drafting suitability reports and supporting advisers with the delivery of advice across a broad range of financial planning areas, including pensions, investments, tax planning and estate planning.
Key Responsibilities
*Produce high-quality suitability reports and financial planning recommendations.
*Conduct technical research to support client reviews and new business advice.
*Attend client meetings alongside Financial Planners and prepare detailed meeting notes.
*Brief advisers on key client issues ahead of meetings.
*Liaise directly with clients to gather information and clarify requirements.
*Work collaboratively with advisers, administrators and wider stakeholders to deliver excellent client outcomes.
*Contribute to the continuous improvement of processes, templates and best practice.
*Manage your own workload effectively whilst maintaining exceptional standards.
*Keep up to date with industry, tax and legislative developments.
About You
To be considered for this opportunity, you should possess:
*Diploma in Financial Planning (or equivalent) or be working towards completion.
*Previous experience within a Paraplanning role.
*Strong technical knowledge across pensions, investments and financial planning.
*Good understanding of UK taxation, including Capital Gains Tax and Inheritance Tax.
*Experience supporting Financial Planners within a client-facing wealth management environment.
*Excellent report writing, research and communication skills.
*Chartered status or progress towards Chartered would be advantageous.
Package & Benefits*Basic salary £45,000 - £60,000
*Annual discretionary bonus
*9% employer pension contribution
*Private Medical Insurance
*Health Screening
*Life Assurance
*Income Protection
*Sharesave Scheme
*Season Ticket Loan
*25 days annual leave
*Option to purchase an additional 5 days holiday
*Full study support and professional development
Job number 3875227
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...