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Paraplanner - Hybrid Role

2 months ago

Bournemouth, Bournemouth, United Kingdom mbf Full time
Job Opportunity

We are seeking a highly skilled Paraplanner to join our dynamic team at MBF, a leading Wealth Management organisation. As a key player in our forward-thinking company, you'll have the opportunity to contribute to the success of both our firm and our clients.

Key Responsibilities:

  • Deliver comprehensive technical support to our financial planners, including detailed analysis, research, and preparation of client reports.
  • Assist our financial planners in developing client-specific financial strategies, ensuring compliance with regulations.
  • Collaborate with our team to deliver exceptional service to our clients.
  • Support our 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.