Financial Planning Specialist

4 weeks ago


Manchester, 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 client reports are accurate and well-presented.
  • You will have a close working relationship with our Financial Planning Administrators, who will provide administrative support to ensure the smooth operation of the team.
  • 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 Wealth Management or Financial Planning, with a strong understanding of technical paraplanning principles.
  • You will hold a Diploma in Financial Planning as a minimum, with Advanced Diploma qualifications being an advantage.
  • Strong technical knowledge, including experience with IHT, Cashflow, VCT's, EIS, Bonds, etc., is essential for this role.
What We Offer:
  • A competitive salary, up to £55,000, depending on experience, with opportunities for progression and professional development.
  • Full support to attain further qualifications and a comprehensive benefits package.
  • The opportunity to work with a highly respected organisation, with a strong focus on training and development.


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