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Financial Paraplanner

4 months ago

London, Greater London, United Kingdom mbf Full time £30,000 - £40,000

We are hiring for the position of Paraplanner at Solihull with a hybrid work setting (1 day per week in the office minimum).

  • Salary Range: £30,000 to £40,000 along with company benefits and a discretionary bonus.

Job Perks:

  • Enjoy the flexibility of remote work while ensuring team collaboration in office meetings once a week.

Opportunities for Growth:

  • Join a company with ambitious plans to double in size over the next three years, offering ample chances for career advancement.

Key Responsibilities:

  • Prepare thorough and precise financial planning suitability reports catering to various client requirements.
  • Collaborate closely with advisors to deliver personalized financial solutions.
  • Conduct detailed research and analysis to underpin client recommendations.

Desired Profile:

  • Preferably, adept at report writing across different financial planning suitability reports.
  • Even candidates with limited report writing experience showing potential and enthusiasm are welcome to apply.

Qualifications:

  • Possess relevant financial planning certifications such as the Level 4 Diploma or working towards achieving them, a plus.

Our client is committed to creating a nurturing and inventive work atmosphere that fosters professional development and accomplishments.