Paraplanner - Hybrid/flexible Working

1 day ago


Bracknell, United Kingdom mbf. Full time

Mbf are working with an award winning & fully independent Financial Planning practice based in Bracknell. Our client is a very successful business that provide holistic advice to HNW & UHNW clients across the UK.

They have multiple offices across the UK - despite this they manage to maintain their friendly/boutique company feel. Due to continued growth, they now have the requirement for an additional Paraplanner to join their team.

This will be a busy & varied role, duties include:

- Accurately prepare suitability reports and letters to target deadlines
- Undertake comparative research in preparation of client recommendations
- Complete technical research as part of the existing arrangement review process
- Produce and analyse cashflow modelling
- Understand clients overall financial position from IFA fact finds
- Discuss client objectives with the relevant IFA, identifying and obtaining necessary client information to prepare the necessary suitability checks

The client is offering an excellent overall package including a basic salary to £45,000, up to 10% bonus, company benefits and flexible working. Flexible working arrangement: this client is happy to consider an array of hybrid working options including 4days working from home and 1 day working in the office.



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