Paraplanner

Paraplanner

Financial Planning Firm Kettering (Hybrid)DOE

About the Firm

This is an established and growing financial planning firm based near Kettering working with a diverse and sophisticated client base that includes business owners technology professionals high-net-worth individuals and families. Their specialist areas span retirement planning wealth management investment advice and protection delivering holistic bespoke financial planning at every stage of a clients journey.

The firm has a strong culture of professional development and invests heavily in its people with full support available for those looking to progress toward Chartered status.

The Role

A newly available opportunity has arisen for a Paraplanner to join the team on a hybrid basis supporting two experienced Financial Advisers. This is a pivotal role within the business you will sit at the heart of the advice process working closely with advisers to translate complex client objectives into clear well-researched and compliant suitability reports and recommendations.

You will be joining a supportive team environment where your contribution is genuinely valued and where there is a clear pathway for career progression for the right individual.

Key Responsibilities

• Prepare high-quality suitability reports and letters of recommendation across pensions investments protection and retirement planning cases
• Conduct detailed research and analysis to support adviser recommendations including platform fund and product comparisons
• Work closely with two Financial Advisers to manage case workflow and ensure timely delivery of client documentation
• Maintain up-to-date knowledge of relevant legislation FCA regulations and product developments
• Liaise with providers platforms and back-office systems to obtain valuations illustrations and policy information
• Assist with the preparation of client review documentation and meeting packs
• Ensure all files and records meet internal compliance standards
• Support advisers with ad hoc technical queries and research requests

About You

• Previous experience in a Paraplanning or technical financial services role either fully qualified or working towards qualifications
• Strong working knowledge of financial planning across retirement investment and protection disciplines
• Experience preparing suitability reports and navigating the advice process end-to-end
• Comfortable working with a variety of client profiles including HNWIs and business owners
• Organised detail-focused and able to manage a varied caseload to meet deadlines
• Strong written communication skills clear accurate and client-appropriate
• A proactive team player who is self-motivated and takes ownership of their work
• CII Level 4 Diploma in Financial Planning (or working towards it) is desirable though candidates at varying stages of qualification will be considered

Whats on Offer

• Salary ofdepending on experience and qualifications
• Hybrid working a blend of office and home working
• Full exam support and study time for CII qualifications including towards Chartered Financial Planner status
• Genuine career progression within a growing firm
• Supportive collaborative team environment
• Exposure to a broad and high-quality client base

Location

Based near Kettering Northamptonshire. Candidates should be within a commutable distance of the office. Hybrid working is available once settled into the role.