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Job Title: Paraplanner
Salary: £35,000 - £45,000
Location: Northampton
We currently have a great opportunity within a well-reputed Chartered Financial Planning firm based in the Northampton area. They are looking to bolster their team due to an internal promotion so are searching for an experienced Paraplanner to join their client centric firm.
The successful person will provide direct technical support to the Advisors including cash-flow forecasts, report writing and investment projections. They will work with the firms most NHW clients, attend webinars and seminars, as well as hold their own fact-finding meetings with clients.
In return the firm offer great development opportunities, exam support, hybrid working, a good pension contribution, Death in Service, Critical Illness Cover and a warm, friendly team!
The Required Skills:
- Minimum 2 Years experience in Paraplanning
- Working towards or achieved Level 4 Diploma
- Desire to become Chartered (desirable)
- High level of analytical attention to detail and accuracy in their work
- Ability to work under pressure, manage time and prioritise workload
If you are interested in hearing more about this position, please get in touch with us at Capio.
