Required Skills
Paraplanning Experience
Investment Knowledge
Tax Planning Understanding
Pension Planning Expertise
Portfolio Analysis Skills
Technical Report Writing
Financial Services Qualification
Regulatory Knowledge
Analytical Skills
Job Summary
A leading Wealth Management firm in Northampton seeks an experienced Paraplanner to join their growing team. The successful candidate will work within a collaborative environment, supporting the financial planning team in developing comprehensive wealth management solutions for clients.
This prestigious firm offers excellent career development opportunities, including investment in qualifications and professional growth. With an outstanding reputation and proven track record in developing career-minded professionals, they offer a comprehensive flexible benefits package and positive working culture.
Experience
Candidates must demonstrate previous experience in a similar paraplanning role, with a sound understanding of investment, tax, inheritance, and pension planning.
Job Responsibilities
- Conduct thorough reviews of clients' existing financial portfolios
- Produce detailed analysis for client reviews
- Work collaboratively with financial advisors to create reports and commentary
- Present information to clients in an accessible format
- Evaluate investment and tax strategies aligned with client requirements
- Prepare cashflow models and detailed analysis for reviews
- Maintain accurate client records and portfolio change logs
- Develop knowledge of product areas, industry trends, and regulations
- Progress to handling more complex cases
- Support the wider financial planning team
Job Benefits
- Professional Growth Opportunities
- Competitive Salary Package
- Established Company Reputation
- Training and Development Programme
- Flexible Benefits Package
- Professional Development Support
- Investment in Qualifications
Desired Skills
Advanced Financial Qualifications
Investment Strategy Experience
Estate Planning Knowledge
Advanced Technical Analysis
Risk Assessment Expertise
Leadership Potential
Project Management Skills
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