Paraplanner

Capio Recruitment Financial Planning

Posted 2 days ago, valid for a month

Northampton, Northamptonshire NN68AX, England

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

The job role is for a Paraplanner located in Northampton, offering a salary between £35,000 and £42,000.
The ideal candidate should have at least 3 years of experience in financial services and a Level 4 Diploma is desirable.
Responsibilities include working closely with financial advisors and clients on financial plans, cash flow modelling, and report writing.
The firm emphasizes continuous support and professional development, encouraging further study and qualifications.
Additional benefits include a generous pension contribution, holiday allowance, hybrid working, and a health cash plan.

Job Role: Paraplanner

Location: Northampton

Salary: £35,000 - £42,000

We are working with an elite Independent Financial Advice firm seeking a well versed Paraplanner with strong attention to detail to join their growing team.

You will be working closely with financial advisors, support staff, clients and providers alike on comprehensive financial plans, cash flow modelling, researching, report writing and assisting with complex cases to produce the best service for clients.

You will have a great technical understanding, strong analytical skills, and a genuine passion for helping clients with their financial planning for life.

The firm are committed to continuous support and professional development, actively supporting any further study and qualifications that you would like to complete.

Essential Skills & Qualifications

At least 3 years’ experience working within financial services.
Level 4 Diploma qualified (desirable)
Strong analytical and problem-solving abilities.
Experience with financial planning software and Microsoft Office Suite.

What’s in it for you?

Generous employer pension contribution
Great holiday allowance
Hybrid and flexible working
DIS
Health Cash Plan
Discretionary bonus

Apply now in a few quick clicks