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:
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.
company’s suitability letter templates
checking the administration team’s suitability letters.
implementing excel tools for the business.
with technical queries from clients and colleagues
webinars/seminars, debriefing the directors to ensure up-to-date industry
knowledge and expertise.
regular training with the administration team.
least annually, and applying the firm’s investment philosophy.
and maintaining education pieces.
the admin team are kept briefed with technical or legislative changes within
strong relationships with clients, providers and colleagues.
Working on wider
ad-hoc company projects.
in Regulated Financial Planning - or level 4 equivalent
one year’s paraplanning experience
knowledge of SIPPs, GPPs and Drawdown plans
written and oral communication skills
analytical and numerical skills
time management skills
to liaise in a professional and concise manner
computer literate, competent with Word, Excel, Outlook, etc.
20 days holiday plus an additional 3 days over the Christmas period &
Attractive and negotiable salary
Employer Pension Contribution
Death in Service
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.