Experienced Paraplanner - Northampton - Boutique, Chartered Financial Planners - Salary negotiable
MB Fitzgerald Recruitment are currently working with a well establised firm of Chartered Financial Planners who specialise in providing holistic financial planning services to HNW individuals. They currently have a requirement for an experienced Paraplanner to join their team to support the Advisers.
The business are highly regarded and have grown organically through referrals over recent years. An average client has approximately £500K of assets invested with the company and so candidates will ideally be comfortable with not just basic pensions and investments but also IHT calculations, CGI, Cash flow modeling, EIS and VCT's.
We are looking for a candidate with a minimum of 2 years experience in a Paraplanner role. Ideally you will come from an independent firm of Financial Advisers, although those with restricted backgrounds will also be considered. You MUST be Diploma qualified as a minimum and should have excellent communication skills as you will be dealing directly with clients on a regular basis; performing fact find reviews and discussing technical matters/ queries.
Your main role will involve research and report writing and as such all candidates must be competent suitability report writers and must have experience of writing varied reports on different products and services.
Salary on this role is negotiable depending on experience and qualifications. At the moment the company are working from home although it is likely that you will need to attend the office whilst your training and onboarding is taking place. It is the company's intention to get all staff back into the office once it is completely safe to do so.