Paraplanning Specialist

4 days ago

Northampton, Northamptonshire, United Kingdom MHA Caves Wealth Full time

At MHA Caves Wealth, we are seeking a talented Paraplanning Specialist to join our team. As a key member of our paraplanning department, you will play a vital role in delivering high-quality advice and support to our clients.

We are looking for an experienced Paraplanner with a Level 4 Diploma (CII) and at least 2 years of experience in the industry. The successful candidate will have excellent analytical and communication skills, with the ability to work independently and as part of a team.

The role involves researching new arrangements, assessing suitability, running cashflow analysis, and writing suitability reports. You will also be responsible for maintaining accurate records and managing multiple projects simultaneously.

We offer a competitive salary of £38,000 - £48,000 per annum, depending on experience, plus benefits including 25 days holiday, pension scheme, career progression opportunities, and flexible working.

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