Paraplanner - Hybrid Role

5 days ago

Bournemouth, Bournemouth, United Kingdom mbf Full time

Job Summary:

We are seeking a highly skilled Paraplanner to join our dynamic team at MBF, a leading Wealth Management firm. As a key player in our organization, you will have the opportunity to contribute to the success of both our firm and our clients, working closely with expert financial planners to deliver first-class financial advice.

About the Role:

This is an exciting opportunity to grow your career with a company known for its exceptional employee support, innovation, and market-leading success. As a Paraplanner, you will be responsible for delivering full, end-to-end technical support to a group of top-performing financial planners, including detailed technical analysis, research, and preparation of client reports.

Key Responsibilities:

  • Deliver high-quality paraplanning support, including detailed technical analysis, research, and preparation of client reports.
  • Assist financial planners with the development of client-specific financial strategies, ensuring compliance with regulations.
  • Work closely with the team to deliver an exceptional level of service to clients.
  • Support the financial planners in achieving successful client outcomes through robust financial planning.

What We Offer:

  • A flexible working arrangement, allowing you to work from home for the majority of the week, with just one day required in the office.
  • A competitive salary up to £45,000, with a 10% annual bonus.
  • An outstanding benefits package, including pension, private healthcare, and more.
  • First-class training to enhance your skills and support you in achieving further qualifications.
  • Support to achieve Chartered status, with exam support and structured career development.

Requirements:

  • Must hold a Level 4 Diploma in Financial Planning (or equivalent).
  • Proven experience in a paraplanning role within the financial services sector.
  • Strong technical knowledge and ability to support financial planners with complex advice needs.
  • Excellent communication and organisational skills.

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