Paraplanner - Hybrid Working

3 weeks ago


Fareham, Hampshire, United Kingdom mbf. Full time
{"title": "Paraplanner Opportunity at mbf.", "subtitle": "Deliver Technical Support to Chartered Financial Planners", "content": "

mbf. is a highly regarded, privately owned Independent Financial Planning & Investment Management organisation seeking an experienced Paraplanner to join their team.

The Role: Due to increased business demand, we are looking for a Paraplanner to provide full technical support to Chartered Financial Planners and Financial Planners. This role will focus on delivering comprehensive technical assistance, allowing advisors to focus on client-facing activities.

Requirements:

  • You must hold a Diploma in Regulated Financial Planning (CII Level 4) as a minimum.
  • Progress towards Chartered status, or any additional qualifications, would be highly advantageous.

What's on Offer:

Our client takes pride in their low staff turnover, which is attributed to exceptional on-the-job training, a supportive working environment, and extensive opportunities for career progression.

The company provides a highly competitive package, including:

  • Basic salary up to \u00a345,000 (dependent on experience)
  • Discretionary bonus
  • Pension scheme
  • Private medical insurance (PMI)
  • Generous holiday entitlement
  • Group income protection
  • Health cash plans
  • Life cover
  • And more

Work-Life Balance: Recognising the importance of flexibility, the company offers a hybrid working model, with 2 days in the office and 3 days working from home.

Why Choose mbf.? This is a fantastic opportunity to become part of a leading financial planning firm that truly values its employees. You'll be joining a dynamic, forward-thinking organisation where your contribution will be recognised and valued.

", "bullet_points": ["Diploma in Regulated Financial Planning (CII Level 4) as a minimum", "Progress towards Chartered status, or any additional qualifications, would be highly advantageous"]}

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