Mbf are working with a national Financial Planning & Investment organisation, their current requirement is for an experienced Paraplanner to join the growing FP division. The client has offices throughout the country, they have won multiple industry awards and have grown significantly over the past few years.
You will be a technical Paraplanner within the team and your role will be to provide full technical support to the Financial Planners. You will be required to produce suitability reports, conduct fund research, produce fact finds, attend client meetings where required and regularly liaise with Investment Managers & Insurers.
You will be a senior member of the team and will be a point of contact for more junior members of staff, you will have the opportunity to provide guidance/supervision/training.
There will be a team of Junior Paraplanners and experienced IFA Administrators working with you, this will allow you the time to focus on more technical tasks and ensuring clients receive a high level of service.
You will be joining a forward-thinking organisation with offices across the UK, they will offer excellent progression opportunities, help with exams, flexible working and much more.
Package on offer
- Basic salary to £46,000
- Discretionary bonus
- Pension, PMI, Group Life Assurance, Group Income Protection etc
- Hybrid Working
- Financial Services
- Financial Planning