Chartered Paraplanner

3 weeks ago

London, Greater London, United Kingdom mbf. Full time

About the Role:

We are seeking a highly skilled and dedicated Chartered Paraplanner to join our dynamic team as a technical expert at mbf. As a leading wealth management firm, we pride ourselves on providing top-tier financial services and fostering a modern, open-plan working environment.

Key Responsibilities:

  • Providing expert technical support and analysis for complex financial planning cases.
  • Preparing detailed and accurate reports, research, and recommendations.
  • 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:

  • 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:

  • Competitive salary up to £70,000 plus performance-based bonus and comprehensive benefits package.
  • A supportive and collaborative team environment.
  • Modern, open-plan office.
  • Flexible working arrangement.
  • Opportunities for professional development and career progression.

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