Paraplanner

MHA; Northampton; Hybrid; GBP 28,000 - 40,000; Full time

Benefits offered by this job

Agile working

33 days holiday

Competitive salary package

Recognition awards

Succession planning

Employee assistance programme

Job summary

MHA in Northampton is seeking a talented Paraplanner / Financial Planning Administrator to join our wealth management team. You’ll work on complex pension and investment planning, build suitability reports, and support advisers with technical research, while delivering exceptional client service.

With 2–3 years in a paraplanning or wealth management role, you’ll have a good eye for detail, strong communication, and a proactive approach. Agile working and structured career progression are offered.

Qualifications

• Paraplanner/Wealth Management experience (2–3 years).
• Strong understanding of pensions and investments.
• Experience producing suitability reports and technical research.

Responsibilities

• Contacting providers to obtain information on existing plans.
• Submitting/processing new business applications.
• Obtaining plan valuations and updating client records.
• Corresponding with clients and supporting the advisory team.

Skills

Pensions knowledge

Investments

Suitability reports

Analytical skills

Attention to detail

Communication skills

Regulatory compliance

Education

Financial planning qualifications (preferred)

Job description

Northampton

Competitive salary, negotiable depending on your experience and expertise.

Are you ready to bring your wealth management expertise to a role where your skills and unique perspective can make a lasting impact?

What Sets Us Apart

At MHA, people come first – our people, our clients, and the communities we serve. As one of the UK’s top 15 accountancy firms and a member of Baker Tilly International, the 9th largest global network, we blend international expertise with strong local commitment. Our collaborative approach and dedication to excellence make us a trusted partner for individuals and businesses alike.

MHA Wealth is the wealth management division of MH, providing holistic financial planning to a diverse range of clients, including those with complex needs. Our national team of highly qualified financial planners and investment managers offer deep expertise in areas such as later life planning, corporate benefits, SSAS, and NHS and public sector pensions. We take pride in delivering a tailored service that fosters lasting client relationships.

What truly sets us apart is our people-focused ethos. At MHA Wealth, you won’t just be another face; you’ll be part of an ambitious, driven team committed to continuous learning and growth. Our strong track record of staff development and career progression speaks for itself, with ongoing opportunities to advance within our expanding business. We invest in our people because they are the foundation of our success, offering award-winning training and a supportive, collaborative environment.

Proudly awarded gold for Investors in People, we are dedicated to nurturing talent and ensuring every individual feels valued and supported. If you're ready to join a firm that prioritises both professional excellence and personal fulfilment, MHA Wealth is the place for you.

Here, You’ll Go Beyond Numbers

We’re looking for a talented Paraplanner / Financial Planning Administrator who thrives in a dynamic environment and embraces the chance to tackle complex challenges. At MHA Wealth, you’ll be surrounded by passionate professionals who are dedicated to making a difference. Your work in Wealth will go beyond the numbers – it’s about building meaningful client relationships, understanding their businesses, navigating risks, and delivering insights that drive real results.

The main duties of the role include:

• Contacting providers to obtain information on existing plans
• Submitting/processing new business applications
• Obtaining plan valuations
• Corresponding with clients, ensuring client records are kept up to date

What We’re Looking For

• Minimum 2-3 years’ experience in a Paraplanner or Wealth Management role.
• Solid understanding of pensions, investments, and financial planning processes.
• Experience producing suitability reports and conducting technical research.
• Strong attention to detail, analytical capability, and compliance awareness.
• Excellent communication and organisational skills.
• Working towards, or holding, relevant financial planning qualifications preferred.

We believe that finding the right person for the role goes beyond qualifications and experience – we are looking for someone who will fit in with our team and have a positive impact on the firm

Rewards That Resonate

You’re more than a number to us; you’re an individual with unique talents and aspirations. Our benefits are designed to support your well‑being, foster your professional growth, and recognise your contributions.

• Agile Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working days, allowing you to balance your work and personal commitments seamlessly.
• 33 days holiday Inc. bank holidays, plus the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)
• Competitive salary package
• Employee recognition awards: Outstanding Performance Award Bonus, and other recognition initiatives.
• New and improved programme for succession planning and supportive management structure to help you realise your potential
• Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family.
• And lots more!