Back to search
Paraplanner
Northampton
Salary up to £42,000
X2 Death in servive
Health Cash Plan
5% Pension
25 Days holiday
NJR are currently working with a well established Chartered Financial Planning Practice based in the Northampton area who require an experienced Paraplanner to join their growing team This is a great opportunity for an industry experienced Candidate who is technically minded, and has first class report writing, and client care skills.
Responsibilities
o Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
o Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
o Prepare cash flow reports and presentations for client meetings.
o Research and stay up to date on industry trends, products, and regulations.
o Collaborate with financial advisors to implement and execute client strategies.
o Maintain accurate and detailed records of client information and communications.
o Support protection recommendations, provide research, liaise with providers, manage underwriting expectations, and support the client journey through application.
The successfully applicant will have previous experience working for an IFA Practice with knowledge of Pension transfers. You will be either full/part Diploma Level 4 qualified with solid IT Skills (Word & Excel) as well excellent communications skills.
Our Client is looking for a self-motivated, driven and passionate individual, who can come in a hit the ground running whilst delivering a high degree of professionalism.
For more information please contact one of our specialist consultants quoting REF: NJR15626
