Paraplanner
Location: Chesterfield, Basin Square (Opposite Chesterfield Train Station)
Salary: Up to £45,000 per year
Job Type: Full-Time, Office-Based (4 days per week possibly considered for the right person)
About the Company:
Our client is a trusted financial services firm based in Chesterfield, known for delivering tailored financial solutions. They are client centric and thrive on going the extra mile for their client and as such, they're looking for a like minded individual who shares these values.
With modern, innovative offices located in Basin Square, they pride themselves on providing personal and transparent advice to help clients achieve their financial goals. Their services include investments, pensions, mortgages, equity release, and more—all delivered under one roof.
They are a growing company with new client enquiries coming in every week. They're keen to add a Paraplanner who can join for the long term to share their journey.
The Role:
We are working on behalf of our client to find an experienced and detail-oriented Paraplanner to join their team. In this role, you will support two advisers by conducting in-depth financial analysis, preparing reports, and helping clients navigate their financial journeys.
Key Responsibilities:
- Conduct detailed analysis of client financial information, focusing on pensions and investments.
- Prepare and maintain accurate client documentation and reports in line with regulatory standards.
- Assist in creating tailored investment proposals and recommendations.
- Key new business applications and facilitate fund switches and withdrawals.
- Utilize tools like Xplan, Dynamic Planner, O&M Research, Genovo, and Google for effective task management.
- Respond promptly to client inquiries, fostering strong relationships with clients and advisers.
- Stay updated on industry trends and regulations to ensure top-tier service delivery.
- Collaborate with team members to improve processes and share knowledge.
About You:
- Proven experience as a paraplanner in the financial services sector.
- Level 4 Diploma in Regulated Financial Planning
- At least 3 years of paraplanning experience with a solid understanding of pensions, investments, cash flow modeling, and FCA regulations.
- Strong analytical, organizational, and communication skills.
- A positive, customer-focused attitude with a passion for learning and collaboration.
What’s on Offer:
- Competitive salary of up to £45,000 per year.
- 20 days annual leave + bank holidays.
- Additional holiday during Christmas company shutdown (does not affect holiday entitlement).
- Modern, innovative office close to transport links.
- Team-building activities and a supportive working environment.
- Monday to Friday schedule (9 am-5 pm), with no weekend or out-of-hours work.
- Company pension scheme.
- Opportunities for professional development and progression in the long term
Important: This is an office-based role and non-negotiable. The business is proud that they have built a fantastic team who enjoy being together in the office, with a great working environment.. and they are keen to protect this going forwards.
About Us:
MBF Recruitment is a specialist recruitment consultancy working on behalf of this client. If you’re ready to take the next step in your career as a Paraplanner, we want to hear from you.
Sector:
- Financial Services
- Financial Planning
