Mbf are working with the Financial Planning arm of an award-winning Chartered Accountancy practice to recruit an experienced & qualified Paraplanner.
Our client has offices the country, they have a particularly strong presence in the South West of England. Due to continued growth & expansion, they are now looking to recruit an additional Paraplanner to join their financial planning team. As a Paraplanner, you will be an integral part of the financial planning team, collaborating closely with Financial Planners and supporting them in delivering high-quality advice and solutions to clients. This role combines technical expertise with client-facing support, making it ideal for a Paraplanner who is both analytical and client-focused.
Key Responsibilities:
- Prepare detailed research and technical analysis for Financial Planners to support comprehensive client advice.
- Develop and maintain financial planning reports, ensuring compliance with regulatory standards.
- Liaise with clients directly to gather information, answer queries, and provide support throughout the advice process.
- Manage and maintain accurate records for client reviews and ensure all documentation meets internal and external compliance standards.
- Collaborate with the team to streamline processes and deliver excellent client service.
What We’re Looking For:
- Qualified Paraplanner: Diploma in Financial Planning (or working towards it) with proven experience in a Paraplanning role.
- Technical Skills: Strong understanding of financial planning, tax-efficient investments, pensions, and wealth management strategies.
- Detail-Oriented: Accurate and thorough in producing client reports and technical documentation.
- Client-Focused: Skilled in building relationships and ensuring positive client experiences.
- Team Player: Adaptable and proactive, with the ability to work collaboratively within a high-performing team.
What’s on Offer:
- Career Growth: Opportunity for professional development and career progression within a leading organisation.
- Hybrid Working: Flexible work options, including a combination of office and remote working.
- Competitive Package: Basic salary to £45,000 + discretionary bonus, pension, life assurance, death in service and much more.
This is a unique opportunity to advance your career within a respected accountancy & financial planning organisation with a strong national presence and regional roots.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
