Financial Planning Specialist

4 weeks ago

StratforduponAvon, Warwickshire, United Kingdom mbf. Full time
Paraplanner Opportunity at mbf.

We are seeking an experienced Paraplanner to join our team at mbf., a leading National Wealth Management organisation. This role will provide technical paraplanning support to a team of Senior Financial Planners, working closely with both the Planners and Financial Planning Administrators.

About the Role:
  • As a Paraplanner, you will be responsible for providing high-quality technical support to our Senior Financial Planners, ensuring that they have the necessary information to deliver exceptional client service.
  • You will have a close working relationship with the Planners and Administrators, providing administrative support and ensuring that all tasks are completed efficiently.
  • Our client is a highly reputable Wealth Manager with offices across the UK, offering a competitive salary and excellent benefits package.
Requirements:
  • Candidates should have a minimum of 2 years' experience in the Wealth Management/Financial Planning sector, with a strong understanding of technical paraplanning principles.
  • You must have a Diploma in Financial Planning and be a competent report writer, with experience working with IHT, Cashflow, VCT's, EIS, Bonds, and other relevant technical knowledge.
  • Candidates should have strong communication and interpersonal skills, with the ability to work effectively in a team environment.
What We Offer:
  • A competitive salary of up to £55,000, depending on experience, with opportunities for further qualifications and career development.
  • A comprehensive benefits package, including full support for further qualifications and excellent opportunities for progression within the organisation.
  • A hybrid working arrangement, with a minimum of 2 days per week in the office, allowing for flexibility and work-life balance.

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