Paraplanner
other jobs mbf.
Added before 6 Days
- England,East Midlands,Nottinghamshire
- Full Time, Permanent
- £40,000 - £50,000 per annum, negotiable
Job Description:
Paraplanner
International Wealth & Investment Management Firm
Location: Nottingham City Centre (Hybrid Working Available)
Salary: Up to £50,000 (Negotiable Depending on Experience) + Comprehensive Benefits
An excellent opportunity has arisen for an experienced Paraplanner to join a leading international wealth and investment management firm on a permanent contract. This role offers a competitive salary, hybrid working, and access to an exceptional benefits package.
Role Overview:
The successful candidate will play a key role in supporting Financial Planners and Advisers, ensuring the efficient processing of both new and existing business. Responsibilities will include:
*Providing technical and administrative support to Financial Planners and Advisers
*Preparing comprehensive financial plans, reports, and recommendations
*Conducting research and analysis to develop tailored financial solutions
*Ensuring compliance with FCA regulations and internal policies
*Assisting in the preparation and delivery of client meetings and reviews
*Liaising with internal teams to maintain high service standards
Candidate Requirements:
The ideal candidate will possess:
*CII Level 4 Diploma in Regulated Financial Planning (or equivalent)
*Strong analytical and problem-solving skills
*Excellent written and verbal communication abilities
*A high level of accuracy, attention to detail, and the ability to meet deadlines
*The ability to work both independently and collaboratively within a team
*Previous experience in a Paraplanning role within wealth management
Benefits & Remuneration:
*Salary: Up to £50,000 (dependent on experience)
*Hybrid working model - flexibility to work remotely 1 day per week
*Comprehensive benefits package, including:
*Private medical insurance
*Group income protection
*Generous pension contributions
*Employee assistance programme
*Health assessments
*Discretionary annual bonus
*Season ticket loan, cycle-to-work scheme, and more
This position presents an outstanding opportunity for an accomplished Paraplanner to join a prestigious organisation, gaining valuable experience within a dynamic and professional environment.
International Wealth & Investment Management Firm
Location: Nottingham City Centre (Hybrid Working Available)
Salary: Up to £50,000 (Negotiable Depending on Experience) + Comprehensive Benefits
An excellent opportunity has arisen for an experienced Paraplanner to join a leading international wealth and investment management firm on a permanent contract. This role offers a competitive salary, hybrid working, and access to an exceptional benefits package.
Role Overview:
The successful candidate will play a key role in supporting Financial Planners and Advisers, ensuring the efficient processing of both new and existing business. Responsibilities will include:
*Providing technical and administrative support to Financial Planners and Advisers
*Preparing comprehensive financial plans, reports, and recommendations
*Conducting research and analysis to develop tailored financial solutions
*Ensuring compliance with FCA regulations and internal policies
*Assisting in the preparation and delivery of client meetings and reviews
*Liaising with internal teams to maintain high service standards
Candidate Requirements:
The ideal candidate will possess:
*CII Level 4 Diploma in Regulated Financial Planning (or equivalent)
*Strong analytical and problem-solving skills
*Excellent written and verbal communication abilities
*A high level of accuracy, attention to detail, and the ability to meet deadlines
*The ability to work both independently and collaboratively within a team
*Previous experience in a Paraplanning role within wealth management
Benefits & Remuneration:
*Salary: Up to £50,000 (dependent on experience)
*Hybrid working model - flexibility to work remotely 1 day per week
*Comprehensive benefits package, including:
*Private medical insurance
*Group income protection
*Generous pension contributions
*Employee assistance programme
*Health assessments
*Discretionary annual bonus
*Season ticket loan, cycle-to-work scheme, and more
This position presents an outstanding opportunity for an accomplished Paraplanner to join a prestigious organisation, gaining valuable experience within a dynamic and professional environment.
Job number 3597628
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.
metapel
Company Details:
mbf.
mbf. was originally established as an agency which wanted to differentiate itself from the norm. In 2012 our business was set up with the primary focu...