Paraplanner

Overview

Paraplanner
Based Northampton
Salary: £33,000 – £45,000 + discretionary bonus
Are you a Diploma qualified Paraplanner who is looking for your next move?

Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
Do you feel that you are not using your technical skills as much as you should
be?
Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
Would you like to work for a larger practice with full admin support provided?

If so, we have the opportunity for you…..

The company and role:
Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
There are 16 Advisers, and over 30 on the support side within the company
They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.

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.
Collaborate with financial advisors to implement and execute client strategies.

Further information:
Full time, office-based role
7.5hrs per day – flexibly anytime between 8am-6pm
DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
22 days holiday initially increasing to 25 days.
Discretionary staff bonuses paid half yearly in May and October

So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.

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    Overview

    Paraplanner
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    Salary: £33,000 – £45,000 + discretionary bonus
    Are you a Diploma qualified Paraplanner who is looking for your next move?

    Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
    Do you feel that you are not using your technical skills as much as you should
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    Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
    Would you like to work for a larger practice with full admin support provided?

    If so, we have the opportunity for you…..

    The company and role:
    Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
    This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
    There are 16 Advisers, and over 30 on the support side within the company
    They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.

    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.
    Collaborate with financial advisors to implement and execute client strategies.

    Further information:
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    22 days holiday initially increasing to 25 days.
    Discretionary staff bonuses paid half yearly in May and October

    So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.

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      Additional Information

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      Company/Role Information:

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    Overview

    Paraplanner
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    Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
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    Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
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Contact us

Email: kate@cranleighpersonnel.co.uk or Call: 01483 279 837