Paraplanner (Pensions) (Permanent)

3 days ago


United Kingdom mbf Full time €40,000

Mbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisations to recruit a Junior Paraplanner. They are dedicated to providing first class financial planning & investment management services to clients across the UK.
Their team of professionals are committed to delivering personalised and strategic advice, ensuring that their clients achieve their financial goals. They foster a collaborative and supportive work environment, encouraging continuous learning and professional growth.The successful candidate will support senior financial planners by preparing financial reports, conducting research, and much more. Assist in the preparation of detailed financial plans and reports.
Conduct research on financial products, investment strategies, and market conditions.
Maintain accurate and up-to-date client records and financial data.
Ensure compliance with regulatory requirements and company policies.
Provide administrative support to the financial planning team as needed.
Individuals from a Paraplanner, Junior/Trainee Paraplanner background would be preferred - although Administrators with exposure to paraplanning will also be considered.
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
Desire to pursue a career in financial planning and attain relevant certifications
Good discretionary bonus
Strong benefits package
Hybrid working
Opportunities for professional development and career advancement



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