Our client is a successful, reputable and busy Financial Planning/Wealth Management Firm, and they are looking to bolster their technical paraplanning team in teir Northampton office.
This is a true Paraplanning role including research, report writing, client liaison etc. They are looking for a highly technical and preferably an individual who is keen to study to chartered level, and who can offer skills in addition to those of the adviser to provide the client with a positive professional experience.
Alongside the Paraplanning/report writing role, there will also be some general management duties and administration tasks to carry out. You will need excellent report writing skills, the ability to analyse statistics and to conduct research for appropriate providers and investments along with a good understanding of compliance issues.
The applicant will need to have excellent time management skills as well as a high level of interpersonal and IT skills, including a good understanding of back office systems.
This is a friendly organization. You must be a hardworking individual - you will be rewarded with a very competitive salary (dependent on qualifications and experience,) exposure to interesting cases and have a great work-life balance. This is a full time role.