Paraplanner - 360-Recruitment : Job Details

We have been asked to recruit a Paraplanner for a company based in Northampton.

Day to day you’ll work closely with our financial planning and support teams to develop comprehensive financial plans for our clients.

You’ll need to have a strong understanding of financial planning concepts and be able to assist in the preparation of recommendations and complex calculations.

Ideally, you’ll already have a Level 4 Diploma or currently studying towards it…The company does offer study support.

The company has onsite parking and a modern office, they truly care about their people and offer a range of benefits, flexible working, and career progression.

Below is a small overview of the role…

• Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
• Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
• Prepare cash flow reports and presentations for client meetings.
• Research and stay up to date on industry trends, products, and regulations.

Please note, this is an office-based role but there is flexibility on the start/finish times.

If this is of interest and you would like more information, please apply straight away, or contact Hannah Thompson at 360-Recruitment.

Even if you don’t have a CV, just get in touch and we can just have a conversation first.