Financial Planning Expert

5 days ago


Northampton, Northamptonshire, United Kingdom CleverHR Full time

We are seeking a highly skilled and detail-oriented professional to join our team at CleverHR as a Financial Paraplanner. This role offers an exciting opportunity to work closely with our financial planning and support teams to develop comprehensive financial plans for clients.

Key Responsibilities
  • Conduct in-depth financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
  • Collaborate with financial advisors to implement and execute client strategies, ensuring the best possible outcomes for our clients.

In this role, you will have the opportunity to work on various aspects of financial planning, including pension transfers, ISA transfers, and inheritance tax planning. Your expertise in financial planning software and Microsoft Office Suite will be valuable assets to our team.

We offer a competitive salary of £45,000 per annum, commensurate with experience, plus benefits and opportunities for growth and development.



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