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For Companies At a Glance
- Tasks: Collaborate with consultants to provide holistic financial planning and tackle complex challenges.
- Company: Join MHA, a top UK accountancy firm with a people-first culture.
- Benefits: Enjoy 33 days holiday, competitive salary, and employee recognition awards.
- Why this job: Make a real impact in Wealth Management while growing your career.
- Qualifications: Strong client service skills, attention to detail, and advanced Microsoft Office experience.
- Other info: Access to 24-hour support services and a commitment to continuous learning.
The predicted salary is between 28800 - 48000 £ per year.
Competitive salary, negotiable depending on your experience and expertise.
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.
- Advanced experience using the full Microsoft Office suite.
Rewards That Resonate
- 33 days holiday Inc. bank holidays, plus the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days).
- Competitive salary package.
- Employee recognition awards: Outstanding Performance Award Bonus and other recognition initiatives.
- New and improved programme for succession planning and supportive management structure to help you realise your potential.
- Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family.
- And lots more!
Are You Ready to Elevate Your Career? Apply now and be part of a team that celebrates diversity, champions innovation, and prioritises your success!
Paraplanner - Northampton employer: MHA
Contact Detail:
MHA Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Northampton
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. At MHA, they value people first, so show them how your values align with theirs. We recommend practising common interview questions and having your own questions ready to ask!
✨Tip Number 3
Follow up after your interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It keeps you fresh in their minds and demonstrates your professionalism – something we all appreciate.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in being part of the MHA team.
We think you need these skills to ace Paraplanner - Northampton
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your relevant experience and skills that align with what we’re looking for, like client service and attention to detail.
Showcase Your Expertise: Don’t shy away from sharing specific examples of how you’ve tackled complex challenges in your previous roles. We love seeing how you’ve made a real impact in your past positions!
Be Clear and Concise: When writing your application, keep it straightforward and to the point. Use clear language and structure your thoughts well so we can easily see your qualifications and enthusiasm for the role.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with MHA!
How to prepare for a job interview at MHA
✨Know Your Stuff
Before the interview, make sure you brush up on your Paraplanning knowledge. Understand the key responsibilities mentioned in the job description, like holistic financial planning and compliance procedures. Being able to discuss these topics confidently will show that you're serious about the role.
✨Showcase Your People Skills
Since MHA values relationships, be prepared to share examples of how you've built strong client connections in the past. Think of specific instances where your communication skills made a difference. This will highlight your ability to deliver first-class client service.
✨Be Proactive
Demonstrate your proactive approach by discussing how you've taken the initiative in previous roles. Whether it’s identifying planning points or contributing to continuous improvement, showing that you can think ahead will resonate well with the interviewers.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, team dynamics, or ongoing training opportunities. This not only shows your interest in the role but also aligns with MHA's commitment to continuous learning and growth.
