Overview

Paraplanner

Job Title: Paraplanner

Location: Northampton

Salary:£25,000 – £35,000 per annum DOE

Hours: Monday – Friday

Purpose:

To work with our client who is based in Northampton. Our client is looking for an experienced paraplanner.

Roles and Responsibilities – including but not limited to:

Preparing financial advice reports 
Liaising with financial advisors 
liaising with the administration team 
Completing continuing professional development to keep up to date with product changes 
Preparing cashflow analysis reports for clients

Skills & Experience

Experience in financial planning or wealth management
Excellent attention to detail
Excellent numeracy skills
Highly organised
Competent in Microsoft office
Ability to work under pressure
To have technical knowledge of pensions and investments

Please apply by sending your CV or call Lauren on (phone number removed)