Job description
Senior Paraplanner
Are you ready to bring your Paraplanning expertise to a role where your skills and unique perspective can make a lasting impact?
What Sets Us Apart
At MHA, we’re about people first – our people, our clients, and the communities we serve. As one of the UK’s top 15 accountancy firms and a proud member of Baker Tilly International, the 8th largest network in the world, we are a hub of global knowledge with a strong local commitment.
Our people-focused approach truly sets us apart. Here, you won’t just be another face in the firm; you’ll be part of an ambitious, driven team dedicated to continuous learning and growth. We invest in our people because they are the foundation of our success. With access to unparalleled resources and award‑winning development programmes, you’ll have the freedom to shape your career while making a meaningful impact. We take immense pride in being awarded gold for Investors in People. This recognition reflects our deep commitment to nurturing talent and ensuring every individual feels valued and supported.
Here, You’ll Go Beyond Numbers
We’re looking for a talented Paraplanner who thrives in a dynamic environment and embraces the chance to tackle complex challenges. At MHA, you’ll be surrounded by passionate professionals who are dedicated to making a difference. Your work in Wealth Management will go beyond the numbers – it’s about building meaningful relationships, understanding the businesses, navigating risks, and delivering insights that drive real results.
Main Responsibilities
- Work closely with the consultants to fully understand the client’s objectives, needs and priorities, to provide holistic financial planning for the client
- Carry out research and consider the bigger picture (e.g. tax implications) to find solutions to objectives, factoring these into suitability letters/reports
- Proactively look to add value and influence the planning and solution recommended for the client, identifying and highlighting any additional or future planning points as appropriate
- Liaising with the Operations Manager and Compliance Manager to highlight/discuss any complex, unusual or ambiguous cases.
- Liaising with colleagues in other service lines, as appropriate, to ensure a joined up approach to the holistic planning
- Work closely with the client service team to gather accurate information required for prepping and planning cases, clearly setting out what is required and timescales
- Adhering to regulatory requirements, compliance procedures, departmental and firm‑wide processes.
- Ensuring a complete and accurate audit trail is maintained at all times
- Taking ownership for keeping up to date with legislative / regulatory changes / CPD
- Proactively get involved and contribute ideas as part of continuous improvement. Support and embrace necessary changes. Share best practice and knowledge as appropriate
- Ensure agreed personal objectives are progressed on a timely basis
- Provide ‘subject matter expert’ input as appropriate and when requested, and provide appropriate training, direction and support for others where needed
What We’re Looking For
- Ability to deliver first class client service
- A proactive and positive approach and the ability to take the initiative
- Attention to detail
- Excellent communication skills
- Ability to prioritise workload effectively
- An appreciation and understanding of how other roles within the department are inter‑dependant
- Confidence to discuss cases with the consultant and seek further information as appropriate, to ensure the starting point of any case is fully compliant and objectives are fully understood
- Confidence to refer complex/unusual/non‑compliant cases to the Operations or Compliance Manager
- Advanced experience using the full Microsoft Office suite
Rewards That Resonate
You’re more than a number to us; you’re an individual with unique talents and aspirations. Our benefits are designed to support your well‑being, foster your professional growth, and recognise your contributions.
- 33 days holiday Inc. bank holidays, plus the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)
- Competitive salary package
- Employee recognition awards: Outstanding Performance Award Bonus and other recognition initiatives.
- New and improved programme for succession planning and supportive management structure to help you realise your potential
- Employee Assistance Programme: Access a free confidential 24‑hour support service, including unlimited counseling sessions and virtual doctors available for you and your family.
- And lots more!
Are You Ready to Elevate Your Career?
Apply now and be part of a team that celebrates diversity, champions innovation, and prioritises your success!
#J-18808-Ljbffr