Mbf are working with a boutique firm of Independent Financial Advisers in Cheltenham to recruit an experienced Paraplanner. Our client is a very successful business who provide holistic financial services to an established portfolio of clients, with a strong commitment to placing clients at the heart of everything they do, our client prides itself on delivering tailored financial solutions and building long-lasting client relationships.
Our client is looking to recruit an experienced Paraplanner, you will play a crucial role in providing comprehensive technical support to the companies Managing Director & Senior Financial Planners. You will work within a professional team and will be provided support by the in-house Administration team; this will allow you to focus undertaking technical work and delivering an excellent service to the companies Planners and clients.
To be considered you MUST be Level 4 qualified and will have a minimum of 3 years’ experience within a Paraplanner position.
Key Responsibilities:
1. Conducting thorough research and analysis to support the development of financial plans and recommendations.
2. Preparing detailed financial reports, including suitability reports and investment proposals.
3. Assisting with the implementation of financial strategies and solutions. Maintaining accurate client records and ensuring compliance with regulatory requirements.
4. Collaborating closely wit...