Paraplanner

Heat Recruitment; Northampton; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading Chartered Financial Planning Firm in Northampton is seeking a Paraplanner to support their wealth management department. The successful candidate will engage with high net worth clients, prepare financial plans, and document research efforts, contributing directly to quality client service. Benefits include matched pension contributions, health insurance schemes, and opportunities for professional development.

Benefits

Pension contributions matched at 10%

Onsite parking and gym facilities

21 days holiday plus bank holidays

Qualifications

• Experience in financial planning and client interaction.
• Ability to document client data and reports effectively.
• Familiarity with compliance processes in financial services.

Responsibilities

• Arrange client meetings and ensure accurate recording of data.
• Prepare comprehensive financial plans and suitability reports.
• Conduct product research and compliance sign-offs.

Skills

Client Meeting Coordination

Financial Planning

Research and Analysis

Job description

Location: Northampton

Salary: £35,000 - £45,000

Type: Permanent

Workplace: On-Site

Reference: 87526

Recruiter Managing This Role

Job Title: Paraplanner

Location: Northampton, UK

Salary: £40,000 - £50,000

Benefits:

• Pension contributions matched at 10% (increases to 6% after successful probation)
• PMI, PHI, and Death in Service schemes after probation
• Onsite parking and gym facilities
• 21 days holiday per annum (increases annually up to 25 days) plus bank holidays

We are working alongside a Chartered Financial Planning Firm, Discretionary Asset Manager, and Tax Planning Specialist who are looking to add a Paraplanner to their wealth department. The business caters to high net worth and ultra-high net worth individuals, providing comprehensive financial services.

Roles and Responsibilities:

• Arrange client meetings with Financial Planner(s) and produce accurate meeting notes and action points.
• Ensure accurate reflection of client data in the Fact Find document and on our back-office systems.
• Prepare client financial plans and suitability reports under the guidance of Financial Planner(s).
• Document and evidence research and analysis of financial products to meet client needs.
• Complete research for product recommendations, obtaining compliance sign-off if required.