Paraplanner

Location

Northampton

Salary £35000 - £45000 TypePermanent WorkplaceOn-Site Ref87526

Recruiter Managing This Role

Job Title: Paraplanner
Location: Northampton, UK
Salary: £40,000 £50,000

Benefits:

1. Pension contributions matched at 10% (increases to 6% after successful probation)
2. PMI, PHI, and Death in Service schemes after probation
3. Onsite parking and gym facilities
4. 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:

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