Paraplanner
Northampton - Hybrid working model after probation
Monday - Friday 8:30 - 17:00
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 advice groups.
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 management services, 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 relationships with our clients.
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 track record of encouraging staff development and supporting progression.
MHA Caves Wealth offers a friendly and supportive working environment and the Company’s track record of long-term staff retention speaks for itself.
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.
The successful candidate will have the following skills/experience:
*Level 4 Diploma (CII) and 2+ years’ experience Paraplanning.
*Diligent, analytical, with a good eye for detail.
*Excellent written and verbal communication skills.
*Good organisational and time management skills.
*Ability to multi-task and work both individually and as part of a team.
*Excellent IT skills, including use of Microsoft Word, Excel and Outlook.
*Knowledge of industry software such as cash flow modelling, investment platforms, and back-office systems.
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.
What MHA Caves Wealth has to offer:
25 days holiday plus bank holidays
Pension scheme with 5% employer contribution
Career progression opportunities
Two paid study leave days per exam and study support
Flexible/hybrid working (following successful probationary period)
Company socials/events
Health and wellbeing support
Cash plan
Income Protection
Salary will, of course, be dependent upon experience and qualifications