Our client based in Northampton are seeking an experienced Senior Paraplanner to work closely with the financial planning and support teams to develop comprehensive financial plans for their clients.
Responsibilities
Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
Are you currently working for an SJP practice, as a Part or fully qualified paraplanner?
Or perhaps as a Senior Administrator, working towards the diploma, with exposure to aspects of paraplanning such as suitability letter writing, cash flow and research?
Do you want to join somewhere with genuine options for career growth through to advice if desired?
We are seeking a highly skilled and detail oriented Paraplanner to join this highly respected Chartered Financial Planning firm.
The ideal Paraplanner will have a strong understanding of financial planning concepts and be able to assist in the preparation of recommendations and complex calculations.
You will work closely with the financial planning and support teams to develop comprehensive financial plans for clients.
Our client is currently looking for a Material Planner who will be in charge of controlling the supply of the materials used to meet production requirements.
The successful candidate should be able to forward production programmes to be consistent with target stock levels.
Duties and responsibilities
To understand and manage the risks with material supply and to keep impact to the production schedule to a minimum.