Job Description Paraplanner - Hybrid Role (Lichfield)
Salary: £36,000-£42,000 + Benefits | Hybrid Working (Minimum 2 Days in Office)
MBF Recruitment are currently recruiting for a highly regarded boutique wealth management firm based in Lichfield, known for its holistic and client-focused approach to financial planning. The business offers bespoke advice to a loyal and growing client base and is seeking an experienced Paraplanner to join their friendly and collaborative team.
The Role
This Paraplanner role will involve working closely with financial advisers to deliver high-quality financial planning support. Key responsibilities include:
Conducting detailed research and analysis to support tailored financial strategies
Preparing high-quality suitability reports and documentation
Liaising with advisers and clients to ensure smooth and effective planning outcomes
Keeping up to date with regulatory requirements and best practices
Candidate Profile
The ideal candidate will be:
Level 4 Diploma qualified (or very close to completing, with strong experience)
Skilled in financial planning research and report writing
Highly organised, detail-oriented, and client-focused
Profici...