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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    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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Contact us

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