Wealth Management Support Expert

1 day ago


Swindon, Swindon, United Kingdom mbf. Full time
About the Role

We are seeking an experienced and qualified Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our Senior Financial Planner/Director and providing expert technical support.

Responsibilities
  1. Provide technical support to the Senior Financial Planner/Director.
  2. Conduct in-depth analysis of client financial situations and goals.
  3. Develop comprehensive financial plans.
  4. Collaborate with financial advisors and clients to gather necessary information and documents.
  5. Write client reports and detailed suitability letters.
Requirements

To be successful in this role, you will need:

  • A Level 4 Diploma as a minimum.
  • At least 3 years' experience within a Paraplanning role.
  • Proven ability to develop and maintain long-term, trusted working relationships.
  • Detailed knowledge of the Financial Planning industry.
What We Offer

We offer a competitive package, including:

  • A basic salary up to £50,000.
  • An excellent bonus structure.
  • Generous holiday entitlement.
  • Pension.
  • PHI.
  • DIS.
  • Critical illness cover.


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