Financial Planning Assistant

2 days ago


Northampton, Northamptonshire, United Kingdom Blakemore Recruitment Full time

We are currently seeking an experienced Financial Planning Assistant to join our team in Northhampton. As a key member of our practice, you will work closely with our financial advisers to provide a comprehensive wealth management solution.

Our company offers an integrated financial and tax advice service, combining the expertise of experienced financial advisers and professional tax advisers. We cater to individuals, business owners, and professionals at various stages of life, offering a range of solutions to meet their unique needs.

The ideal candidate will have a minimum of 2 years' experience as a paraplanner, preparing Annual Reviews and Recommendation Reports. They should be proficient in Intelligent Office, CashCalc, Genovo & FE Analytics (or similar systems), possess excellent organisational skills, and be able to work independently and plan their workload effectively.

We are looking for someone who is adaptable, willing to take on new challenges, and has a thorough understanding of all compliance regulations. Level 4 Diploma qualification or near completion is essential, while supervisory experience would be beneficial. If you have an interest in Financial Services Marketing/blog writing or Later Life Financial Advice/Planning, that's a plus.

The successful candidate can expect a competitive salary of £45,000 per annum, reflecting the challenging yet rewarding nature of this role. After initial training in the Worthing office, they will have the opportunity to work in a hybrid arrangement, balancing remote work with occasional travel to the Worthing office for team meetings.

This is an exciting opportunity to grow your career as a Financial Planning Assistant and contribute to the success of our practice. If you're passionate about delivering exceptional client service and thrive in a dynamic environment, we encourage you to apply for this position.



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