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Paraplanner

Northampton
Heat Recruitment
Posted: 30 June
Offer description

Location: Northampton

Salary: £35,000 - £45,000

Type: Permanent

Workplace: On-Site

Reference: 87526

Recruiter Managing This Role

Job Title: Paraplanner

Location: Northampton, UK

Salary: £40,000 - £50,000

Benefits:

* Pension contributions matched at 10% (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:

* 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.
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