Paraplanner
other jobs mbf.
Added before 5 Days
- England,West Midlands,Staffordshire,Lichfield
- full-time
- £35,000 - £45,000 per annum, negotiable
Job Description:
Paraplanner
Lichfield - office based
Salary negotiable to around £45K plus company benefits
Are you an experienced Paraplanner looking for an exciting opportunity to grow within a dynamic and forward-thinking financial planning firm?
We are pleased to be recruiting on behalf of our client, an innovative and rapidly expanding financial planning organisation, currently seeking a talented Paraplanner to join their team in Lichfield.
About the Role:
As a Paraplanner, you will be an integral part of a growing team, working closely with a highly successful group of Financial Planners and their clients. Your role will involve providing comprehensive support to ensure that clients receive first class financial advice and services.
Key Responsibilities:
*Research & Analysis: Conduct thorough research and analysis of financial products and services, ensuring all recommendations are suitable for clients’ needs.
*Report Preparation: Prepare detailed and compliant financial planning reports, ensuring they are accurate and tailored to individual client requirements.
*Client Support: Work closely with Financial Planners to manage client relationships, attending meetings and supporting with technical queries.
*Regulatory Compliance: Ensure all advice and documentation meet regulatory standards and are up to date with the latest industry changes.
*Collaboration: Collaborate with the wider team to ensure seamless service delivery and support the growth objectives of the firm.
What We’re Looking For:
*Proven experience as a Paraplanner within the financial planning industry.
*Strong knowledge of financial products, investment strategies, and tax planning.
*Excellent analytical and report writing skills.
*A professional qualification in financial planning (e.g., Diploma in Financial Planning) is highly desirable, although candidates working towards this qualification will be considered if they have relevant experience.
*High level of accuracy and attention to detail.
*Ability to manage multiple tasks and work effectively in a team environment.
What’s on Offer:
*A competitive basic salary of up to £45,000, with discretionary bonuses.
*Company benefits package
*Opportunities for professional development and career progression within a growing firm.
*Full exam support to Diploma or Chartered
Lichfield - office based
Salary negotiable to around £45K plus company benefits
Are you an experienced Paraplanner looking for an exciting opportunity to grow within a dynamic and forward-thinking financial planning firm?
We are pleased to be recruiting on behalf of our client, an innovative and rapidly expanding financial planning organisation, currently seeking a talented Paraplanner to join their team in Lichfield.
About the Role:
As a Paraplanner, you will be an integral part of a growing team, working closely with a highly successful group of Financial Planners and their clients. Your role will involve providing comprehensive support to ensure that clients receive first class financial advice and services.
Key Responsibilities:
*Research & Analysis: Conduct thorough research and analysis of financial products and services, ensuring all recommendations are suitable for clients’ needs.
*Report Preparation: Prepare detailed and compliant financial planning reports, ensuring they are accurate and tailored to individual client requirements.
*Client Support: Work closely with Financial Planners to manage client relationships, attending meetings and supporting with technical queries.
*Regulatory Compliance: Ensure all advice and documentation meet regulatory standards and are up to date with the latest industry changes.
*Collaboration: Collaborate with the wider team to ensure seamless service delivery and support the growth objectives of the firm.
What We’re Looking For:
*Proven experience as a Paraplanner within the financial planning industry.
*Strong knowledge of financial products, investment strategies, and tax planning.
*Excellent analytical and report writing skills.
*A professional qualification in financial planning (e.g., Diploma in Financial Planning) is highly desirable, although candidates working towards this qualification will be considered if they have relevant experience.
*High level of accuracy and attention to detail.
*Ability to manage multiple tasks and work effectively in a team environment.
What’s on Offer:
*A competitive basic salary of up to £45,000, with discretionary bonuses.
*Company benefits package
*Opportunities for professional development and career progression within a growing firm.
*Full exam support to Diploma or Chartered
Job number 1786973
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...