Paraplanner - Northampton

Mha Plc; Northampton; À distance; GBP 35 000 - 42 000; Plein temps

Avantages offerts par ce poste

33 days holiday

Competitive salary package

Employee recognition awards

Succession planning programme

Employee Assistance Programme

Résumé du poste

MHA Plc is seeking a Paraplanner to join our Wealth Management team. The role can be based in Manchester, Preston, Liverpool or Northampton, offering a competitive salary and opportunities for growth.

The successful candidate will support advisers with research, reports, and client reviews while staying up-to-date with pensions, investments and tax planning. 2-3 years’ experience and relevant qualifications are preferred.

Qualifications

• Strong attention to detail and analytical thinking are essential.
• Knowledge of compliance requirements and FCA regulations is important.
• Excellent communication and organisational skills are expected.

Responsabilités

• Research and analyse financial planning solutions to support adviser recommendations.
• Prepare compliant suitability reports and client recommendation documents.
• Conduct technical research across pensions, investments, protection, and tax planning.
• Support advisers with client meeting preparation and ongoing client reviews.
• Liaise with providers and platforms to gather information and process client requirements.
• Maintain accurate client records and ensure compliance with FCA regulations.
• Keep abreast of industry, regulatory, and legislative changes.

Connaissances

Attention to detail

Analytical ability

Compliance awareness

Communication skills

Organisational skills

Formation

Financial planning qualifications (preferred)

Description du poste

Paraplanner

Can be based in either Manchester, Preston, Liverpool or Northampton

Competitive salary, negotiable depending on your experience and expertise.

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

What Sets Us Apart

At MHA, we’re about people first – our people, our clients, and the communities we serve. As one of the UK’s top 15 accountancy firms and a proud member of Baker Tilly International, the 8th largest network in the world, we are a hub of global knowledge with a strong local commitment.

Our people-focused approach truly sets us apart. Here, you won’t just be another face in the firm; you’ll be part of an ambitious, driven team dedicated to continuous learning and growth. We invest in our people because they are the foundation of our success. With access to unparalleled resources and award-winning development programmes, you’ll have the freedom to shape your career while making a meaningful impact. We take immense pride in being awarded gold for Investors in People. This recognition reflects our deep commitment to nurturing talent and ensuring every individual feels valued and supported.

Here, You’ll Go Beyond Numbers

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

Main Responsibilities

• Research and analyse financial planning solutions to support adviser recommendations.
• Prepare compliant suitability reports and client recommendation documents.
• Conduct technical research across pensions, investments, protection, and tax planning.
• Support advisers with client meeting preparation and ongoing client reviews.
• Liaise with providers and platforms to gather information and process client requirements.
• Maintain accurate client records and ensure compliance with FCA regulations.
• Keep abreast of industry, regulatory, and legislative changes.

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.

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.

• 33 days holidayInc. 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 programmefor 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