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Paraplanning Professional

2 months ago

Bournemouth, Bournemouth, United Kingdom mbf Full time
Job Summary

We are seeking a highly skilled Paraplanning Professional to join our dynamic team at mbf, a leading Wealth Management organization. As a key player in our forward-thinking company, you will have the opportunity to contribute to the success of both our firm and our clients.

Key Responsibilities
  • Deliver full, end-to-end paraplanning support, including detailed technical analysis, research, and preparation of client reports.
  • Assist financial planners with the development of client-specific financial strategies, ensuring compliance with regulations.
  • Support the financial planners in achieving successful client outcomes through robust financial planning.
Requirements
  • Must hold 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.
What We Offer
  • Flexible working arrangement, with the option to work from home for the majority of the week and attend the office one day a week.
  • Salary up to £45,000 with a 10% annual bonus.
  • 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.