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Are you ready to advance your Paraplanning career with a prestigious Wealth Management firm? We're seeking an experienced Paraplanner to join a forward-thinking team in Northampton.
Key Responsibilities: • Conduct comprehensive reviews of client financial portfolios • Collaborate with financial advisors to produce detailed analysis and client reports • Create and maintain cashflow models • Evaluate investment and tax strategies aligned with client goals • Prepare clear, professional client documentation • Maintain accurate client records and portfolio changes
What's in it for you: • Excellent career progression opportunities • Investment in your professional development and qualifications • Strong flexible benefits package • Collaborative, modern working environment • Opportunity to work with high-caliber professionals
The Ideal Candidate: • Experience in paraplanning or similar financial planning support role • Sound understanding of investment, tax, inheritance and pension planning • Strong analytical and report writing skills • Attention to detail and ability to work in a regulated environment • Commitment to professional development
This is an excellent opportunity to join a company with a proven track record of developing talent and providing clear career progression paths.
For a confidential discussion about this role, please apply with your updated CV.
