Mbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisations to recruit an experienced & qualified Paraplanner.
Our client has an outstanding reputation, they are an award-winning national business who have offices across the country.
This is an outstanding opportunity to join one of the leading names in the industry where you can have a long-term career.
The client is a forward thinking, modern wealth manager as a result they are able to offer a flexible working environment.
The ideal individual will work in the office 3 days a week with 2 days working from home, however there is flexibility on this arrangement.
The role: - Conduct thorough analysis of client financial situations and goals, leveraging technical expertise to develop comprehensive financial plans - Collaborate with financial advisors and clients to gather necessary information and documents, ensuring accuracy and completeness of data - To write client reports and detailed suitability letters, including client reviews, within agreed timescales/quality standards - Conduct in-depth research on products, market trends, and regulatory changes to stay informed and provide up-to-date advice to clients and advisors - Continuously enhance technical knowledge and skills through professional development - Work very closely with Financial Planners on a daily basis Their requirement: - Level 4 Diploma as a minimum - 3+ years' experience within a Paraplanning role - Proven ability to develop and maintain long term, trusted working relationships with Financial Planners and other colleagues at all levels - Must have detailed knowledge of the Financial Planning industry The package Basic salary to £48,000, Discretionary bonus, Pension, PHI, DIS, Critical Illness, generous holiday plus much more.
Full on the job training & support, help with exams and progression opportunities.