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Mbf are working with an established Independent Financial Planning organisation to recruit an experienced Paraplanner. The business we are working with is dedicated to helping clients achieve their financial goals through innovative strategies and personalised service. They are committed to professional development, offering a collaborative and dynamic work environment.
Role Overview: We are seeking a Paraplanner to join their growing technical team. In this role, you will play a pivotal part in handling complex cases, working closely with both clients and financial planners to deliver exceptional financial planning solutions. As a senior member of the paraplanning team, you will bring your expertise and experience to mentor junior team members and contribute to the overall success of the practice.
Key Responsibilities:
- Collaborate with financial planners to develop and implement comprehensive financial plans for high-net-worth clients.
- Conduct thorough research and analysis
- Prepare detailed financial reports, recommendations, and presentations for clients.
- Serve as a primary point of contact for clients, addressing inquiries and providing ongoing support.
- Review and ensure the accuracy of financial documentation and client files.
- Stay abreast of industry developments, regulatory changes, and best practices.
- Mentor and support junior paraplanners, fostering a culture of continuous learning and development.
Qualifications:
- Minimum of 2 years of experience in a paraplanning
- Strong knowledge of financial planning principles, investment strategies, and tax planning.
- Proficiency with financial planning software and tools.
- Excellent analytical, organisational, and communication skills.
- Relevant financial planning qualifications (e.g. Diploma in Financial Planning)
- Strong client relationship management skills and a commitment to providing exceptional service.
What’s on offer:
- Competitive salary to £45,000
- Discretionary bonus
- Opportunities for professional development and career advancement
- A collaborative and supportive work environment
- Full exam support
- Hybrid working - 3 days in the office & 2 days working from home (there may be some flexibility)
