Paraplanner - Hybrid working
other jobs mbf.
Added before 5 Days
- England,South West,Gloucestershire,Cheltenham
- Full Time, Permanent
- £48,000 - £55,000 per annum
Job Description:
Full job descriptionWe are currently partnering with a highly respected, Top 50 UK financial services organisation with a well-established and growing financial planning division. With an excellent reputation in the market and a strong technical team in place, they are now looking to appoint an experienced Paraplanner to join their collaborative and forward-thinking environment.
This is an excellent opportunity to join a forward-thinking organisation where you will work closely with Partners and Financial Planners, providing high-quality technical support across a broad range of financial planning areas. The role offers a varied workload and the opportunity to work with high-net-worth and ultra-high-net-worth clients.
Key Responsibilities:
*Prepare detailed financial planning reports and recommendations across a wide range of advice areas
*Work closely with Financial Planners to develop bespoke solutions for both new and existing clients
*Act as a key point of contact for clients, delivering a high level of service
*Liaise directly with high-net-worth and ultra-high-net-worth individuals
*Support the wider team with technical expertise on new business and ongoing servicing
*Produce research, analysis and client-friendly documentation to support recommendations
*Ensure all work is completed in line with compliance and regulatory requirements
Requirements:
*Proven experience in a Paraplanning role
*Diploma qualified (Level 4) as a minimum, with progress towards Chartered status desirable
*Strong technical knowledge across pensions, investments and financial planning
*Experience working with high-net-worth clients
*Familiarity with industry research tools such as Voyant, Selectapension or similar
*Excellent attention to detail and organisational skills
What’s on Offer:
*Basic salary up to £55,000 (depending on experience and qualifications)
*Hybrid working model
*Generous holiday allowance, with the option to purchase additional days
*Annual salary reviews
*Profit share scheme
*Comprehensive health and wellbeing support
*Ongoing training, exam support and clear progression opportunities
This is a fantastic opportunity for a technically strong Paraplanner who is looking to take the next step in their career within a supportive and progressive environment.
This is an excellent opportunity to join a forward-thinking organisation where you will work closely with Partners and Financial Planners, providing high-quality technical support across a broad range of financial planning areas. The role offers a varied workload and the opportunity to work with high-net-worth and ultra-high-net-worth clients.
Key Responsibilities:
*Prepare detailed financial planning reports and recommendations across a wide range of advice areas
*Work closely with Financial Planners to develop bespoke solutions for both new and existing clients
*Act as a key point of contact for clients, delivering a high level of service
*Liaise directly with high-net-worth and ultra-high-net-worth individuals
*Support the wider team with technical expertise on new business and ongoing servicing
*Produce research, analysis and client-friendly documentation to support recommendations
*Ensure all work is completed in line with compliance and regulatory requirements
Requirements:
*Proven experience in a Paraplanning role
*Diploma qualified (Level 4) as a minimum, with progress towards Chartered status desirable
*Strong technical knowledge across pensions, investments and financial planning
*Experience working with high-net-worth clients
*Familiarity with industry research tools such as Voyant, Selectapension or similar
*Excellent attention to detail and organisational skills
What’s on Offer:
*Basic salary up to £55,000 (depending on experience and qualifications)
*Hybrid working model
*Generous holiday allowance, with the option to purchase additional days
*Annual salary reviews
*Profit share scheme
*Comprehensive health and wellbeing support
*Ongoing training, exam support and clear progression opportunities
This is a fantastic opportunity for a technically strong Paraplanner who is looking to take the next step in their career within a supportive and progressive environment.
Job number 3923058
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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...