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Paraplanner - 4 days work from home

Remote:

Full Remote

Contract:

Full time

Salary:

52 - 52K yearly

Experience:

Mid-level (2-5 years)

Work from:

United Kingdom

Offer summary

Qualifications:

Experience as a Paraplanner, Diploma in Financial Planning (Level 4), Knowledge of investment platforms and pension products.

Key responsabilities:

Prepare tailored technical advice reports for clients
Research effective client solutions using financial tools
Handle technical queries with up-to-date knowledge
Collaborate with team to deliver personalized advice
Ensure respectful interactions adhering to advice standards

mbf. Startup https://www.mbfitzgerald.co.uk/

11 - 50 Employees

See more mbf. offers

Job description

Job Title: Paraplanner - Wealth Planning Division

Location: London (Hybrid Working: 1 day in office, 4 days from home)Salary: Up to £52,000 + 10% Bonus & Great Benefits Package

About the CompanyOur client is a leading global financial services firm with a robust Private Wealth division in the UK. They are a chartered business renowned for delivering comprehensive financial advice in retirement planning, investments, protection, and tax planning. This business prides itself on providing a tailored service to clients across the UK.

The RoleOur client is seeking a Paraplanner to join their thriving Private Wealth team. In this role, you will provide vital technical support to Financial Planners, playing an integral part in the advice process.

Key Responsibilities

Prepare technical advice reports tailored to each client, ensuring a professional yet personalised approach.
Utilise your initiative to find effective solutions for client needs through research and financial tools.
Handle technical queries confidently, staying up to date with industry knowledge.
Collaborate with Financial Planners and Administrators to deliver personalised advice solutions.
Ensure all client and colleague interactions are conducted with respect, adhering to advice standards.

What Our Client Offers

Competitive salary of up to £52,000
10% Annual Bonus
Hybrid working model (1 day in the office with up to 4 remote)
Comprehensive benefits package including:

25 days annual leave + flexible bank holidays
Pension contributions: Company contributions up to 12%
Private medical cover
Life assurance (up to 6x salary)
Employee Assistance Program
Option to buy or sell up to 5 days holiday per year
Cycle to work scheme, dental insurance, health assessments, and more?

What Our Client Seeks

Experience as a Paraplanner
Diploma in Financial Planning (Level 4)
Strong verbal and written communication skills
Ability to produce detailed technical advice reports
Knowledge of investment platforms, pension products, and business processing
Attention to detail, with excellent analytical and problem-solving skills

Diversity and InclusionOur client is an equal opportunities employer, committed to creating an inclusive work environment that embraces diversity. They provide reasonable support to candidates with disabilities throughout the recruitment process.