Paraplanner

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