Paraplanner & Wealth Planning Administrator — Flexible Hours

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

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.