At a Glance
- Tasks: Provide holistic financial planning and tackle complex challenges in Wealth Management.
- Company: Join MHA, a top UK accountancy firm with a people-first culture.
- Benefits: Gold Investors in People award, professional development, and a supportive environment.
- Other info: Dynamic team with opportunities for continuous learning and career growth.
- Why this job: Make a real impact while building meaningful relationships and delivering insights.
- Qualifications: Experience in Paraplanning, excellent communication, and attention to detail.
The predicted salary is between 40000 - 50000 € per year.
Are you ready to bring your Paraplanning expertise to a role where your skills and unique perspective can make a lasting impact?
What Sets Us Apart
At MHA, we’re about people first – our people, our clients, and the communities we serve. As one of the UK’s top 15 accountancy firms and a proud member of Baker Tilly International, the 8th largest network in the world, we are a hub of global knowledge with a strong local commitment. Our people-focused approach truly sets us apart. Here, you won’t just be another face in the firm; you’ll be part of an ambitious, driven team dedicated to continuous learning and growth. We invest in our people because they are the foundation of our success. With access to unparalleled resources and award‑winning development programmes, you’ll have the freedom to shape your career while making a meaningful impact. We take immense pride in being awarded gold for Investors in People. This recognition reflects our deep commitment to nurturing talent and ensuring every individual feels valued and supported.
Here, You’ll Go Beyond Numbers
We’re looking for a talented Paraplanner who thrives in a dynamic environment and embraces the chance to tackle complex challenges. At MHA, you’ll be surrounded by passionate professionals who are dedicated to making a difference. Your work in Wealth Management will go beyond the numbers – it’s about building meaningful relationships, understanding the businesses, navigating risks, and delivering insights that drive real results.
Main Responsibilities
- Work closely with the consultants to fully understand the client’s objectives, needs and priorities, to provide holistic financial planning for the client.
- Carry out research and consider the bigger picture (e.g. tax implications) to find solutions to objectives, factoring these into suitability letters/reports.
- Proactively look to add value and influence the planning and solution recommended for the client, identifying and highlighting any additional or future planning points as appropriate.
- Liaising with the Operations Manager and Compliance Manager to highlight/discuss any complex, unusual or ambiguous cases.
- Liaising with colleagues in other service lines, as appropriate, to ensure a joined‑up approach to the holistic planning.
- Work closely with the client service team to gather accurate information required for prepping and planning cases, clearly setting out what is required and timescales.
- Adhering to regulatory requirements, compliance procedures, departmental and firm‑wide processes.
- Ensuring a complete and accurate audit trail is maintained at all times.
- Taking ownership for keeping up to date with legislative / regulatory changes / CPD.
- Proactively get involved and contribute ideas as part of continuous improvement.
- Support and embrace necessary changes.
- Share best practice and knowledge as appropriate.
- Ensure agreed personal objectives are progressed on a timely basis.
- Provide ‘subject matter expert’ input as appropriate and when requested, and provide appropriate training, direction and support for others where needed.
What We’re Looking For
- Ability to deliver first class client service.
- A proactive and positive approach and the ability to take the initiative.
- Attention to detail.
- Excellent communication skills.
- Ability to prioritise workload effectively.
- An appreciation and understanding of how other roles within the department are inter‑dependent.
- Confidence to discuss cases with the consultant and seek further information as appropriate, to ensure the starting point of any case is fully compliant and objectives are fully understood.
- Confidence to refer complex/unusual/non‑compliant cases to the Operations or Compliance Manager.
Senior Paraplanner - Northampton employer: Access Accountancy
At MHA, we prioritise our people, fostering a supportive and dynamic work culture that empowers you to thrive as a Senior Paraplanner in Northampton. With access to award-winning development programmes and a commitment to continuous learning, you'll have the opportunity to shape your career while making a meaningful impact in Wealth Management. Our gold Investors in People accreditation reflects our dedication to nurturing talent and ensuring every team member feels valued and supported.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner - Northampton
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant online groups. The more people you know, the better your chances of landing that Senior Paraplanner role.
✨Tip Number 2
Prepare for interviews by researching MHA and understanding their values. Show them how your skills align with their people-first approach and how you can contribute to their ambitious team.
✨Tip Number 3
Practice your communication skills! As a Paraplanner, you'll need to convey complex information clearly. Role-play with a friend or use mock interviews to sharpen your delivery.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining the MHA team and making a meaningful impact.
We think you need these skills to ace Senior Paraplanner - Northampton
Some tips for your application 🫡
Show Your Passion:When writing your application, let your enthusiasm for Paraplanning shine through! We want to see how your unique perspective can make a difference at MHA. Share specific examples of your experience and how it aligns with our people-first approach.
Tailor Your CV:Make sure your CV is tailored to the Senior Paraplanner role. Highlight relevant skills and experiences that demonstrate your ability to deliver first-class client service and tackle complex challenges. We love seeing how you can add value to our team!
Be Clear and Concise:Keep your application clear and to the point. Use straightforward language and avoid jargon where possible. We appreciate attention to detail, so make sure your application is well-structured and free from errors.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our ambitious team at MHA.
How to prepare for a job interview at Access Accountancy
✨Know Your Stuff
Make sure you brush up on your Paraplanning knowledge and the specific responsibilities outlined in the job description. Familiarise yourself with the latest regulatory changes and how they impact financial planning, as this will show your commitment to staying current in the field.
✨Showcase Your People Skills
Since MHA values a people-first approach, be ready to discuss how you've built meaningful relationships with clients in the past. Prepare examples that highlight your ability to understand client needs and deliver tailored solutions, as this is crucial for the role.
✨Prepare for Scenario Questions
Expect to face questions about complex cases or unusual situations. Think of specific examples from your experience where you navigated challenges successfully. This will demonstrate your problem-solving skills and your proactive approach to financial planning.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions that show your interest in the firm’s culture and development opportunities. Inquire about their continuous improvement initiatives or how they support their employees' growth, which aligns with their commitment to nurturing talent.
