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Senior Financial Planning Specialist

2 months ago

Trowbridge, Wiltshire, United Kingdom mbf. Full time

Job Overview:

Mbf is working with an established Independent Financial Services firm to recruit an experienced Paraplanner. The organization we are working with is dedicated to helping clients achieve their financial goals through innovative strategies and personalized service. They are committed to professional development, offering a collaborative and dynamic work environment.

Role Responsibilities:

  • Collaborate with financial planners to develop and implement comprehensive financial plans for high-net-worth clients.
  • Conduct thorough research and analysis to identify opportunities for growth and optimization.
  • Prepare detailed financial reports, recommendations, and presentations for clients.
  • Serve as a primary point of contact for clients, addressing inquiries and providing ongoing support.
  • Review and ensure the accuracy of financial documentation and client files.
  • Stay abreast of industry developments, regulatory changes, and best practices.
  • Mentor and support junior paraplanners, fostering a culture of continuous learning and development.

Requirements:

  • Minimum of 2 years of experience in a paraplanning role.
  • Strong knowledge of financial planning principles, investment strategies, and tax planning.
  • Proficiency with financial planning software and tools.
  • Excellent analytical, organizational, and communication skills.
  • Relevant financial planning qualifications (e.g. Diploma in Financial Planning).
  • Strong client relationship management skills and a commitment to providing exceptional service.

What We Offer:

  • Competitive salary to £50,000 and strong benefits package.
  • Discretionary bonus.
  • Opportunities for professional development and career advancement.
  • A collaborative and supportive work environment.
  • Full exam support.
  • Hybrid working - 3 days in the office & 2 days working from home (there may be some flexibility).