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Paraplanner
Salary Area Job Ref Consultant Sector
£30,000 - £40,000 negotiable Northamptonshire AL707 Angela Liscombe Paraplanning

Description

Paraplanner

Northampton (our Ref AL707)

Salary : circa £30,000 - £35,000 per annum + generous benefits - negotiable, however, dependent upon qualifications and experience

 

My client is a Chartered Financing Planning Firm, providing wealth management services across a wide range of private and corporate clients.

 

They now have an exciting new vacancy for an experienced Paraplanner to join their existing team.

 

Day to Day, the Paraplanning role will involve:

·         Managing and liaising with the firm’s most HNW and technical clients, which includes: research and meeting preparation, cash flow forecasts/investment projections, financial report writing and plan implementation, and administration.

·         Maintaining the company’s suitability letter templates

·         Reviewing and checking the administration team’s suitability letters.

·         Designing and implementing excel tools for the business.

·         Assisting with technical queries from clients and colleagues 

·         Attending webinars/seminars, debriefing the directors to ensure up-to-date industry knowledge and expertise.

·         Conducting regular training with the administration team.

·         Reviewing at least annually, and applying the firm’s investment philosophy.

·         Producing and maintaining education pieces.

·         Ensuring the admin team are kept briefed with technical or legislative changes within the industry.

·         Establishing strong relationships with clients, providers and colleagues.

·         Working on wider ad-hoc company projects.

 

The Person

·         Diploma in Regulated Financial Planning - or level 4 equivalent

·         At least one year’s paraplanning experience

·         Comprehensive knowledge of SIPPs, GPPs and Drawdown plans

·         Good written and oral communication skills

·         Good analytical and numerical skills

·         Excellent time management skills

·         Ability to liaise in a professional and concise manner

·         Be computer literate, competent with Word, Excel, Outlook, etc.

 

The Package

·         20 days holiday plus an additional 3 days over the Christmas period & bank holidays.

·         Attractive and negotiable salary

·         Employer Pension Contribution

·         Performance Bonus

·         Exam Support

·         Death in Service

·         Working for Chartered Financial Planning Firm

 

If this role is of interest, please apply in confidence, with an up to date CV, to Angela Liscombe at North Oak recruitment.


 North Oak Recruitment have worked very hard to find me a position.  Angela has been friendly and professional, she listened to what I was looking for and I would recommend her to anyone looking for a new job. 
Sharon M.
 Angela is second to non in her knowledge of the financial services industry across the Midlands.  Having been made redundant I was feeling unsure about my future but Angela was very reassuring and quickly got to work for me.  Within 3 weeks, I had the perfect role and I can't recommend Angela highly enough - Thank You!
Kate M.