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Senior Financial Planning Specialist

2 months ago

Trowbridge, Wiltshire, United Kingdom mbf. Full time
Senior Paraplanner Opportunity

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

Role Overview

We are seeking a Paraplanner to join their growing technical team. In this role, you will play a pivotal part in handling complex cases, working closely with both clients and financial planners to deliver exceptional financial planning solutions. As a senior member of the paraplanning team, you will bring your expertise and experience to mentor junior team members and contribute to the overall success of the practice.

Key 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 and challenges.
  • Prepare detailed financial reports, recommendations, and presentations for clients, ensuring accuracy and clarity.
  • Serve as a primary point of contact for clients, addressing inquiries and providing ongoing support to ensure exceptional client satisfaction.
  • Review and ensure the accuracy of financial documentation and client files, maintaining confidentiality and adhering to regulatory requirements.
  • Stay up-to-date with industry developments, regulatory changes, and best practices, applying this knowledge to enhance the quality of financial planning solutions.
  • Mentor and support junior paraplanners, fostering a culture of continuous learning and development within the team.
Qualifications
  • Minimum of 2 years of experience in a paraplanning role, with a strong track record of delivering high-quality financial planning solutions.
  • Strong knowledge of financial planning principles, investment strategies, and tax planning, with a focus on high-net-worth clients.
  • Proficiency with financial planning software and tools, with the ability to adapt to new technologies and systems.
  • Excellent analytical, organisational, and communication skills, with the ability to work effectively in a team environment.
  • Relevant financial planning qualifications, such as the Diploma in Financial Planning, with a commitment to ongoing professional development.
  • Strong client relationship management skills, with a focus on delivering exceptional service and building long-term relationships with clients.
What We Offer
  • A competitive salary of up to £50,000, with a strong benefits package and opportunities for professional development and career advancement.
  • A discretionary bonus scheme, recognising and rewarding outstanding performance.
  • Full exam support, with access to training and development resources to enhance your skills and knowledge.
  • A collaborative and supportive work environment, with a focus on teamwork and continuous learning.
  • Hybrid working arrangements, with the flexibility to work from home and in the office, depending on your needs and preferences.