Job Description
Job Title: ParaplannerLocation: Northampton, UKSalary: £40,000 - £50,000
Benefits:
* Pension contributions matched at 10%
* 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:
1. Arrange client meetings with Financial Planner(s) and produce accurate meeting notes and action points.
2. Ensure accurate reflection of client data in the Fact Find document and on our back-office systems.
3. Prepare client financial plans and suitability reports under the guidance of Financial Planner(s).
4. Document and evidence research and analysis of financial products to meet client needs.
5. 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