Paraplanner - Mansfield, hybrid (2 days per week in the office)
Salary negotiable to £50,000 plus company benefits and bonus
Mbf are working with one of our best clients to recruit an experienced Senior Paraplanner/Client Relationship Manager. The client is a national financial planning practice who have grown significantly over the past 5 years, the business has a number of offices across the country and are looking to add to their team in Mansfield.
The client is seeking to recruit a Senior/Experienced Paraplanner who is looking to have more contact with clients and have a genuine impact on the advice process. We are looking for an individual who is happy to attend client meetings with a very experienced Senior Financial Planner (both face to face & video) - you will also be a first point of contact for technical queries from clients.
In this position you will also be tasked with providing full technical paraplanning support.
Duties include:
1. To assist the Financial Planner in formulating the advice to the client, taking instructions for research and/or document the advice to provide to the companies Paraplanning team.
2. Attend client meetings with the Financial Planner
3. Act as a first point of contact for clients (both over the phone & emails) to answer any technical queries and provide the appropriate response.
4. Review client objectives ensuring they are cle...