Mbf are working with the Financial Planning arm of an award-winning Chartered Accountancy practice to recruit an experienced & qualified Paraplanner.
Our client has offices the country, they have a particularly strong presence in the South West of England.
Due to continued growth & expansion, they are now looking to recruit an additional Paraplanner to join their financial planning team.
As a Paraplanner, you will be an integral part of the financial planning team, collaborating closely with Financial Planners and supporting them in delivering high-quality advice and solutions to clients.
This role combines technical expertise with client-facing support, making it ideal for a Paraplanner who is both analytical and client-focused.
Key Responsibilities: Prepare detailed research and technical analysis for Financial Planners to support comprehensive client advice.
Develop and maintain financial planning reports, ensuring compliance with regulatory standards.
Liaise with clients directly to gather information, answer queries, and provide support throughout the advice process.
Manage and maintain accurate records for client reviews and ensure all documentation meets internal and external compliance standards.
Collaborate with the team to streamline processes and deliver excellent client service.
What We're Looking For: Qualified Paraplanner: Diploma in Financial Planning (or working towards it) with proven experience in a Paraplanning role.
Technical Skills: Strong understanding of financial planning, tax-efficient investments, pensions, and wealth management strategies.
Detail-Oriented: Accurate and thorough in producing client reports and technical documentation.
Client-Focused: Skilled in building relationships and ensuring positive client experiences.
Team Player: Adaptable and proactive, with the ability to work collaboratively within a high-performing team.
What's on Offer: Career Growth: Opportunity for professional development and career progression within a leading organisation.
Hybrid Working: Flexible work options, including a combination of office and remote working.
Competitive Package: Basic salary to £45,000 + discretionary bonus, pension, life assurance, death in service and much more.
This is a unique opportunity to advance your career within a respected accountancy & financial planning organisation with a strong national presence and regional roots.