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Technical Expert
2 months ago
Job Summary:
We are seeking a highly skilled and dedicated Chartered Paraplanner to join our dynamic team at mbf. as a technical expert in wealth management.
About the Role:
As a Chartered Paraplanner, you will be responsible for providing expert technical support and analysis for complex financial planning cases. Your primary responsibilities will include:
- Providing in-depth technical guidance and recommendations to financial advisors.
- Preparing detailed and accurate reports, research, and analysis.
- Assisting financial advisors with high-level technical queries and client presentations.
- Ensuring compliance with industry regulations and company policies.
- Collaborating with the advisory team to develop and implement financial strategies.
Requirements:
To be successful in this role, you will need:
- Chartered status via the Chartered Insurance Institute (CII) is essential.
- Extensive experience in a paraplanning role within the wealth management or financial planning sector.
- Strong technical knowledge and understanding of financial products, tax planning, pensions, and investments.
- Excellent analytical, report writing, and communication skills.
- A proactive and detail-oriented approach with a passion for staying on the technical side of the market.
What We Offer:
We offer a competitive salary, a supportive and collaborative team environment, and opportunities for professional development and career progression.
