We have been asked to recruit a Paraplanner for a company based in Northampton.
Day to day you’ll work closely with our financial planning and support teams to develop comprehensive financial plans for our clients.
You’ll need to have a strong understanding of financial planning concepts and be able to assist in the preparation of recommendations and complex calculations.
The company has onsite parking and a modern office, they truly care about their people and offer a range of benefits, flexible working, and career progression.
Below is a small overview of 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.
If this is of interest and you would like more information, please apply straight away, or contact Hannah Thompson at 360-Recruitment.
Even if you don’t have a CV, just get in touch and we can just have a conversation first.