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- Tasks: Support financial planning by preparing reports and conducting market research.
- Company: Join a leading national accountancy firm with a strong financial planning division.
- Benefits: Enjoy a competitive salary, hybrid working, and a comprehensive benefits package.
- Why this job: Make a real difference for high-net-worth clients while developing your finance skills.
- Qualifications: Experience with HNW clients and report writing; Dip Level 4 preferred.
- Other info: Collaborative team environment with opportunities for professional growth.
The predicted salary is between 30000 - 42000 £ per year.
A leading national accountancy firm is looking to recruit a paraplanner to join their financial planning team. The wealth team operates across two offices and they are keen to appoint a paraplanner to support the team in the Northampton office. Clients are primarily business owners and high-net-worth individuals, and ideally, you will have experience of reports on pension switches, inheritance tax planning, and investment portfolios.
Package: You will receive an excellent salary (£35k-£42k), hybrid working, and benefits package.
The company: A leading regional accountancy firm with an established financial planning division.
Role:
- Undertaking reviews for clients
- Preparation of reports, both from standard paragraphs and free text
- Undertaking whole of the market research
- Working on a collaborative basis with the rest of the team
- Keeping up to date on market positions and global situations
- Using cash flow modelling and lifestyle planning as required
- Attending client meetings as required
The candidate:
- Ideally Dip Level 4 but will consider qualified by experience
- Experience of working with high-net-worth and ultra-high-net-worth clients
- Writing reports and undertaking research
Next steps: Contact via email below for a confidential discussion and review of opportunity and process.
Seniority level: Associate
Employment type: Full-time
Job function: Finance
Paraplanner in Northampton employer: Ferguson Dean
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Northampton
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work with HNW clients. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pension switches and IHT planning. We want you to feel confident discussing these topics, as they’re key in the paraplanning role. Practice common interview questions with a mate!
✨Tip Number 3
Showcase your skills! Bring along examples of reports you've prepared or research you've conducted in previous roles. This will help demonstrate your experience and make you stand out to potential employers.
✨Tip Number 4
Don’t forget to apply through our website! It’s super easy and ensures your application gets seen by the right people. Plus, we’re always here to help you navigate the process if you need it!
We think you need these skills to ace Paraplanner in Northampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the paraplanner role. Highlight your experience with pension switches, IHT planning, and investment portfolios. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Relevant Experience: When detailing your experience, focus on your work with HNW and UHNW clients. Share specific examples of reports you've prepared or research you've conducted that relate to the role. We want to see your expertise in action!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any updates. Plus, it’s super easy!
How to prepare for a job interview at Ferguson Dean
✨Know Your Stuff
Make sure you brush up on your knowledge of pension switches, IHT planning, and investment portfolios. Being able to discuss these topics confidently will show that you're well-prepared and understand the needs of high-net-worth clients.
✨Showcase Your Report Writing Skills
Since report preparation is a key part of the role, bring examples of your previous work or be ready to discuss how you approach writing reports. Highlight your ability to tailor content for different audiences, especially for business owners.
✨Research the Company
Familiarise yourself with Ferguson Dean and their financial planning division. Understanding their values, recent news, and the services they offer will help you align your answers with what they’re looking for in a paraplanner.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, client expectations, and the tools they use for cash flow modelling. This not only shows your interest but also helps you gauge if the company is the right fit for you.
