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Paraplanner
3 weeks ago
Company Description
MHW is an Independent Financial Planning firm with a wealth of experience in providing holistic advice to individuals and businesses across the UK. Our aim is to help people live their best lives through goals based financial planning. We are in a period of exciting growth and need an experienced paraplanner to come in and play a key role within the team which supports our advisers in preparing high quality advice.
Role Description
This is a full-time role located in our Southport or Liverpool office, with hybrid working available for the right individual. The work is varied and engaging, ranging from straightforward investment and pension recommendations to more complex areas such as trusts and IHT efficient products. This is an excellent opportunity for a detail-oriented professional who enjoys the technical side of financial planning and wants to contribute to delivering outstanding client outcomes.
The Person
Essential
2+ years experience in a paraplanning role
Strong understanding of investments, pensions, protection, tax planning, and trust structures.
Proven ability to research, analyse and construct financial planning reports to a high standard
Ability to manage workloads and meet deadlines in a fast paced advisory environment
Excellent written and verbal communication skills
Strong attention to detail and organisational skills
Desirable
Level 4 diploma qualified (or nearing completion)
Willingness to support the wider team and contribute to continuous improvement initiatives.
Exposure to complex planning such as IHT, estate planning, and business protection.
The Benefits
Competitive salary
25 days' annual leave, plus your birthday off and all bank holidays.
Paid leave during our Christmas shutdown period.
9-day working fortnight - a paid day off every other week
Employer pension contribution of 5% of basic salary per annum via Salary Sacrifice (subject to auto-enrolment rules), with all employer National Insurance savings rebated into your plan.
Death in Service cover equal to 10× basic salary.
Private Medical Insurance for peace of mind and healthcare support.
Cash Plan Scheme providing cover for dental, optical, and additional health checks and benefits.
Circular Benefits Programme, offering a variety of discounts and salary sacrifice schemes to enhance everyday living.
MHW Staff Discount Card for exclusive partner offers.
Financial support and study leave for further learning and professional qualifications.
Referral bonus scheme rewarding successful introductions to new team members.
Discretionary performance bonus scheme recognising individual and team contributions.
Job Type: Full-time
Pay: Up to £40,000.00 per year
Benefits:
- Additional leave
- Casual dress
- Company events
- Company pension
- Cycle to work scheme
- Employee discount
- Health & wellbeing programme
- Life insurance
- Private medical insurance
- Store discount
Experience:
- Paraplanning: 2 years (preferred)
Work Location: Hybrid remote in Southport PR9 0PY
