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Mbf are working with a respected & award winning Independent Financial Planning organisation to recruit a Paraplanner. Our client is dedicated to providing first class financial planning & investment management services to clients across the South West of England.
Their team of professional are committed to delivering personalised and strategic advice, ensuring that their clients achieve their financial goals. They foster a collaborative and supportive work environment, encouraging continuous learning and professional growth.
We are seeking a detail-oriented and motivated Paraplanner to join their dynamic team. The successful candidate will support senior financial planners by preparing financial reports, conducting research, and much more.
Key Responsibilities:
- Preparation of detailed financial plans and reports.
- Conduct research on financial products, investment strategies, and market conditions.
- Analyse client portfolios and provide recommendations based on findings.
- Maintain accurate and up-to-date client records and financial data.
- Ensure compliance with regulatory requirements and company policies.
- Provide administrative support to the financial planning team as needed.
Requirements
- The ideal individual will have a minimum of 1 years Paraplanning experience.
- Ideally you will hold a few RO exams or will be fully Level 4 Diploma qualified.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
- Strong written and verbal communication skills.
- Ability to work both independently and as part of a team.
- Desire to pursue a career in financial planning and attain relevant certifications
What’s on offer:
- Basic salary to £40,000
- Good discretionary bonus
- Strong benefits package
- Hybrid working
- Opportunities for professional development and career advancement
- Supportive and collaborative work environment
