James Phillip Financial Recruitment are working with one of Northamptons biggest IFA firms. Through expansion (new Chartered adviser) they are looking for an experienced Paraplanner to join the team.
The Paraplanner will work closely with a Chartered adviser and the support team to develop comprehensive financial plans for their clients.
The ideal candidate will have a strong understanding of financial planning concepts and be able to assist in the preparation of recommendations and complex calculations. My client is passionate about the team's continued learning and development and therefore encourages and supports continued study.
Key Responsibilities
* Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
* Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
* Prepare cash flow reports and presentations for client meetings.
* Research and stay up to date on industry trends, products, and regulations.
* Collaborate with financial advisors to implement and execute client strategies.
* Maintain accurate and detailed records of client information and communications.
* Support protection recommendations, provide research, liaise with providers, manage underwriting expectations, and support the client journey through application.
Skills & Qualifications
Essential
* Level 4 Diploma qualified.
* Minimum of 3 years of experience in an IFA firm.
* A detailed understanding of pensions, investments, protection, and tax planning.
* Strong analytical and problem‑solving skills.
* Proficiency in financial planning software and Microsoft Office Suite.
Desirable
* Cert (PFS) Paraplanning qualification.
* Efficiency and experience using Intelliflo planning and Intelligent Office.
* Experience using the Novia/Wealthtime and James Hay/Nucleus platform.
In return my client will offer a fantastic working environment where every employee counts. Progression (if you want) to advising or other roles within the firm.
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