Paraplanner
other jobs mbf.
Added before 5 Days
- England,South East,Hampshire,Fareham
- full-time
- £45,000 - £55,000 per annum
Job Description:
Are you an experienced Paraplanner looking for an opportunity to grow your career with a supportive and forward-thinking organisation? We’re excited to be recruiting on behalf of a highly respected, fully independent financial planning business that is currently experiencing a period of strong growth. Known for their innovative approach and commitment to providing exceptional client outcomes, this organisation has a unique approach to financial planning.
The Role
As a Paraplanner, you will play a pivotal role in supporting the financial planners by delivering high-quality, technically accurate reports and recommendations. Your expertise will contribute to delivering outstanding advice to clients, helping them achieve their financial goals.
Key Responsibilities:
*Preparing detailed suitability reports and recommendations for clients.
*Conducting in-depth research and analysis to support advice strategies.
*Working collaboratively with financial planners and support staff to ensure seamless service delivery.
*Staying up to date with industry developments and regulatory requirements.
*Building and maintaining strong client relationships.
What’s on Offer?
*Competitive Salary: Up to £55,000 base salary.
*Discretionary bonus
*Benefits: A robust package including pension, PMI, strong pension etc
*Growth Opportunities: Join a forward-thinking company at a pivotal moment in its growth journey, with a strong focus on internal career progression.
*Innovative Culture: Work in an environment that encourages fresh ideas and values your input.
*Full exam support: examination support to attain Chartered status
About You
The ideal candidate will be proactive, detail-oriented, and passionate about delivering exceptional results.
Requirements:
*Experience as a Paraplanner
*Diploma in Financial Planning (DipPFS) or equivalent; Chartered or working towards Chartered status is a bonus.
*Strong technical knowledge of financial products, including pensions, investments, and protection.
*Excellent communication and interpersonal skills.
The Role
As a Paraplanner, you will play a pivotal role in supporting the financial planners by delivering high-quality, technically accurate reports and recommendations. Your expertise will contribute to delivering outstanding advice to clients, helping them achieve their financial goals.
Key Responsibilities:
*Preparing detailed suitability reports and recommendations for clients.
*Conducting in-depth research and analysis to support advice strategies.
*Working collaboratively with financial planners and support staff to ensure seamless service delivery.
*Staying up to date with industry developments and regulatory requirements.
*Building and maintaining strong client relationships.
What’s on Offer?
*Competitive Salary: Up to £55,000 base salary.
*Discretionary bonus
*Benefits: A robust package including pension, PMI, strong pension etc
*Growth Opportunities: Join a forward-thinking company at a pivotal moment in its growth journey, with a strong focus on internal career progression.
*Innovative Culture: Work in an environment that encourages fresh ideas and values your input.
*Full exam support: examination support to attain Chartered status
About You
The ideal candidate will be proactive, detail-oriented, and passionate about delivering exceptional results.
Requirements:
*Experience as a Paraplanner
*Diploma in Financial Planning (DipPFS) or equivalent; Chartered or working towards Chartered status is a bonus.
*Strong technical knowledge of financial products, including pensions, investments, and protection.
*Excellent communication and interpersonal skills.
Job number 1713752
metapel
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...