Paraplannner

Established in 1906, MHA Caves Wealth is a fully independent integrated financial advice, investment management, and stockbroking firm, and the wealth management division of MHA MacIntyre Hudson, one of the UK’s leading accountancy, tax, and business advicegroups.

We advise on pensions, investments (including onshore and offshore bonds, ISAs, and structured products), protection, and tax planning (including trusts, BR, EIS, and VCTs). We also offer our own model portfolio solution and bespoke discretionary managementservices, through a team of in-house Investment Managers. Our clients include charities, trusts, and companies, in addition to private clients and their families. We pride ourselves on providing a personal, tailored service and building longstanding relationshipswith our clients.

Having recently joined forces with MHA MacIntyre Hudson our client base is expanding rapidly and so is our team. Our expansion offers opportunity for progression within the firm, which is something that has always been important to us. We have a strong trackrecord of encouraging staff development and supporting progression between administration, paraplanning, and advising roles. We offer study support, including two paid 'study days’ per exam in addition to the normal (25 days + bank holidays) holiday entitlement,among other benefits including a health cash plan and group income protection.

This is a permanent role, with full time working hours Mon-Fri 08:30-17:00. The successful applicant will be based in the Northampton office for their initial induction, but we are open to discussing hybrid working.
- The main duties of the role include researching potential new arrangements, as well as assessing suitability of existing arrangements, running cashflow analysis, and writing suitability reports.
- However, we believe that finding the right person for the role goes beyond qualifications and experience - we are looking for someone who will fit in with our team and have a positive impact on the firm.