Paraplanner, Northampton

We are seeking a highly skilled and detail oriented Paraplanner to join this highly respected Chartered Financial Planning firm. You will work closely with the financial planning and support teams to develop comprehensive financial plans for clients.

The ideal Paraplanner will have a strong understanding of financial planning concepts and be able to assist in the preparation of recommendations and complex calculations.

The company is passionate about their people, supporting with learning and development and encouraging continued study through industry qualifications.

Key Responsibilities:

• 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.
• Maintain accurate and detailed records of client information and communications.
• Support protection recommendations, provide research, liaise with providers, manage underwriting expectations, and support the client journey through application.

Skills & Qualifications:

• Level 4 Diploma qualified.
• Minimum of 3 years of experience in an IFA firm.
• A detailed understanding of pensions, investments, protection, and tax planning.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and organizational abilities.
• Proficiency in financial planning software and Microsoft Office Suite.
• Ability to work independently and as part of a team.
• Excellent communication and interpersonal skills.
• Cert (PFS) Paraplanning qualification (desirable).
• Efficiency and experience using Intelliflo planning and intelligent office would be advantageous.
• Experience using the Novia/Wealthtime and James Hay/Nucleus platform.