Paraplanner

Paraplanner - Kettering (hybrid) Salary: £40,000 - £50,000+ (depending on experience)

We are working exclusively with a well-established and highly regarded financial planning firm that is seeking an experienced Paraplanner to join its team. This is an excellent opportunity for a detail-oriented and proactive professional to contribute to a company that provides whole-of-market advice and a high level of client service.

The successful candidate will play a key role in supporting a team of Advisers, ensuring the delivery of high-quality financial planning services. Key responsibilities include:

• Producing discussion documents and suitability reports
• Conducting detailed research into financial products and services to ensure the best possible advice for clients
• Assisting in the preparation of technical paperwork for client meetings
• Liaising with advisers, clients, and providers to ensure a smooth and efficient process
• Keeping up to date with industry regulations and compliance requirements
• Maintaining accurate records and company databases

• Previous experience as a Paraplanner (essential)
• Strong analytical and decision-making skills
• Excellent written and verbal communication skills
• Proficiency in financial planning software (experience with Intelligent Office, CashCalc, FE Analytics, Selectapension, Synaptics, or Dynamic Planner would be advantageous)
• Ability to work independently and as part of a team
• Diploma qualification in financial planning (preferred but not essential). Any advanced qualifications will be advantageous.

• Salary: £40,000 - £50,000+ (depending on experience)
• Monday - Friday, 9 AM - 5 PM (office-based initially, with the possibility of up to two days remote working per week once established)
• 25 days holiday + bank holidays
• Free on-site parking
• Auto-enrolment pension scheme (5% employee, 3% employer contributions)
• Death in service benefit (three times salary after six months’ service)
• Company sick pay scheme (following probation period)

This is an excellent opportunity for a skilled Paraplanner to develop their career within a professional and supportive environment.