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Job Title / Position: Paraplanner

Job Ref no: ParaplannerGW

Branch Location: Commercial Northampton

Work Location: Northampton

Salary: Salary varies dependent upon experience but will be in the range of 25,000 to 45,000 per annum

Shifts / Hours: Monday-Friday 9am-5pm

Job Description:

We are looking for an experienced Paraplanner to join an Independent Financial Advisors, based in Northampton.

Salary varies dependent upon experience but will be in the range of 25,000 to 45,000 per annum, working Monday-Friday 9am-5pm.
You will receive 25 days holiday p/a plus bank holidays.

Our client specialises in pensions and investments and they offer expert advice on wealth management, investments, tax planning, pension planning, pension release and pension transfers, annuity options and more.

Joining the team as a full time Paraplanner, you will quickly become an integral part of the small team and willing to undertake a wide range of responsibilities.

Key duties and Responsibilities –
* You will be working with the financial advisors, completing reviews and administration
* Preparing and maintaining client files
* Responsibility for the client review diary
* Conducting product analysis and research
* Producing suitability reports
* Liaising with both suppliers and clients
* Keeping in line with the compliance aspect of the role and being updated on any changes

Essential skills and attributes –
* Financial Diploma Level 4 or working towards it
* Excellent understanding of the financial planning process
* Self motivated
* Experience of working with a small team
* Paraplanner experience or financial planning
* Excellent knowledge and experience of Microsoft Word, Excel and Outlook
* Experience of working with a CRM system
* Excellent communication skills
* Loyal and reliable
* Professional and friendly
* Organised with a strong attention to detail
* Experience of O & M systems preferred but not essential
* Adaptable to change

Date Advertised: 07 July 2017

Date Closes: 29 September 2017

Contact in branch dealing with this advert: Gemma Williams - please call 01604 970370 or email your CV to


Apply now