Paraplanner (or Junior Paraplanner)

1 month ago

Solihull, United Kingdom mbf Full time

Paraplanner - Solihull, hybrid (2 days per week in office minimum)

Around £35,000 plus company benefits and (£3-4K) discretionary bonus.


MBF Recruitment is delighted to be representing a small but dynamic wealth management business in Solihull, backed by an international Investment Manager. Our client is seeking a talented Paraplanner to join their growing team.


Why This Role?

  • Flexible Working: Embrace the balance of remote work with only 2 days per week required in the office for team meetings.
  • Competitive Salary: Earn around £35,000 per annum, plus a discretionary bonus (of £3-4K) and benefits.
  • Career Progression: With ambitious plans to double in size over the next three years, our client offers numerous opportunities for growth and advancement. Our client does have experience in offering their staff a route into client facing positions, although they'd want you to remain as a Paraplanner for 2-3 years before doing this.


Key Responsibilities:

  • Drafting comprehensive and accurate financial planning suitability reports for a variety of client needs.
  • Collaborating closely with advisors to provide tailored financial solutions.
  • Conducting in-depth research and analysis to support client recommendations.
  • Ensuring compliance with industry regulations and company standards.
  • Prepare documentation to be presented to the client by the adviser in the advice process
  • Ensure that cases requiring pre-approval are submitted in a timely fashion and confirmation to proceed is obtained


Who We're Looking For:

  • Experience: Ideally, you have strong report writing capabilities for all types of financial planning suitability reports. However, candidates with more limited report writing experience who demonstrate potential and enthusiasm are also encouraged to apply.
  • Skills: Excellent written and verbal communication skills, attention to detail, and the ability to work independently as well as part of a team.
  • Qualifications: Relevant financial planning qualifications such as the Level 4 Diploma or progress towards them will be advantageous.


Join Our Client's Vision:

Be part of a forward-thinking company where your contributions make a real impact. Our client is dedicated to fostering a supportive and innovative work environment that encourages professional development and success.

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