Paraplanner (Pensions Management) (Permanent)

Related keywords: remote job englandremote job researchhybrid remote job

Position Overview

The job is for a Paraplanner specialized in Pensions Management at the company mbf located in Weston-Super-Mare, Somerset. This position is permanent and intended for experienced professionals looking to join a supportive and professional team in the financial planning field.

Company Profile

mbf is a highly regarded financial services firm with a strong presence in the South West of England. The organization prides itself on its collaborative working culture, commitment to long-term client relationships, and emphasis on employee development and wellbeing. As part of a larger professional services firm, the financial planning division is thriving, creating an exciting opportunity for skilled individuals to make a significant impact.

Job Responsibilities

As a Paraplanner, the candidate will be tasked with several key roles:

• Preparing Detailed Reports: The role includes the preparation of detailed and compliant suitability reports and financial planning recommendations for clients.

• Conducting Research and Analysis: Conduct extensive research across various domains including pensions, investments, tax planning, and protection.

• Supporting Financial Planners: The candidate will bridge the gap between clients and financial planners by ensuring that client objectives are fully understood and catered to through tailored financial solutions.

• Developing Financial Strategies: Assist in the development of comprehensive financial strategies that meet the unique needs of each client.

Required Skills and Qualifications

Candidates should possess the following skills and qualifications to be successful in this role:

• Proven experience in a Paraplanning role specifically within a financial planning or wealth management environment.

  

• Strong technical knowledge in areas such as pensions, investments, and tax planning, demonstrating an understanding of the financial landscape and client needs.

• Excellent analytical skills and the ability to prepare compliant documentation and reports.

Salary and Benefits

The compensation package for the Paraplanner role includes:

• A basic salary up to £50,000, depending on the candidate's experience.

• Discretionary bonuses based on performance and company success.

• A robust benefits package that includes generous holiday allowance, a pension scheme, and private medical cover.

Work Environment

The job offers a hybrid working model that allows flexibility in work-life balance. Candidates can choose between:

• Working three days in the office and two days from home, or

• Opting for two days in the office and three days from home.

This flexibility reflects the company's commitment to creating a supportive and inclusive company culture, which is essential for employee satisfaction and productivity.

Professional Development

mbf emphasizes the importance of professional development and provides opportunities for growth within the company. Employees are encouraged to enhance their skills and qualifications, ensuring they are well-equipped to handle the ever-changing financial landscape.

Conclusion

For an experienced Paraplanner, this position represents an excellent opportunity to join a reputable and stable company known for its supportive culture and professional ethos. Candidates ready to advance their careers in the financial planning domain will find this role both fulfilling and beneficial.

This job offer was originally published on jooble.com