Paraplanner

Heat Recruitment

Posted 17 hours ago, valid for a month

Northampton, Northamptonshire NN5 4UX, England

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

The job title is Paraplanner located in Northampton, UK, offering a salary range of £35,000 to £45,000.
Candidates are expected to have relevant experience in financial planning and paraplanning, although the specific years of experience required are not mentioned.
The role involves arranging client meetings, preparing financial plans, and conducting product research under the guidance of Financial Planners.
Benefits include matched pension contributions, private medical insurance, and 21 days of holiday, which increases with tenure.
The company seeks motivated individuals to join their wealth department, catering to high net worth clients.

Job Title: ParaplannerLocation: Northampton, UKSalary: £35,000 - £45,000

Benefits:

Pension contributions matched at 4% (increases to 6% after successful probation)
PMI, PHI, and Death in Service schemes after probation
Onsite parking and gym facilities
21 days holiday per annum (increases annually up to 25 days) plus bank holidays

We are working alongside a Chartered Financial Planning Firm, Discretionary Asset Manager, and Tax Planning Specialist who are looking to add a Paraplanner to their wealth department. The business caters to high net worth and ultra-high net worth individuals, providing comprehensive financial services.

Roles and Responsibilities: As a Paraplanner, you will:

Arrange client meetings with Financial Planner(s) and produce accurate meeting notes and action points.
Ensure accurate reflection of client data in the Fact Find document and on our back-office systems.
Prepare client financial plans and suitability reports under the guidance of Financial Planner(s).
Document and evidence research and analysis of financial products to meet client needs.
Complete research for product recommendations, obtaining compliance sign-off if required.

What next?If you are a dedicated and motivated individual looking for a challenging yet rewarding role within a supportive team, we welcome you to apply.

If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support

Apply now in a few quick clicks