Paraplanner - Hybrid/flexible Working - Bracknell, United Kingdom - mbf.

mbf.

Verified Company

Bracknell, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Mbf are working with an award winning & fully independent Financial Planning practice based in Bracknell. Our client is a very successful business that provide holistic advice to HNW & UHNW clients across the UK.

They have multiple offices across the UK - despite this they manage to maintain their friendly/boutique company feel. Due to continued growth, they now have the requirement for an additional Paraplanner to join their team.

This will be a busy & varied role, duties include:

Accurately prepare suitability reports and letters to target deadlines
Undertake comparative research in preparation of client recommendations
Complete technical research as part of the existing arrangement review process
Produce and analyse cashflow modelling
Understand clients overall financial position from IFA fact finds
Discuss client objectives with the relevant IFA, identifying and obtaining necessary client information to prepare the necessary suitability checks

The client is offering an excellent overall package including a basic salary to £45,000, up to 10% bonus, company benefits and flexible working

Flexible working arrangement:

this client is happy to consider an array of hybrid working options including 4days working from home and 1 day working in the office.