Paraplanner - Hybrid (Kettering)Basic Salary: Up to £45,000 (DOE & qualifications)Benefits: 7.5% pension, discretionary bonus, PMI, Life Assurance, Dental & Health Cash Plan, 25 days holiday + bank holidays, flexible benefits packageWorking Pattern: Hybrid - 3 days office / 2 days home
An exciting opportunity has arisen for an experienced Paraplanner to join a highly successful and growing financial planning organisation. Part of a wider wealth management group with over £37bn in assets under management, the business is well-established and continues to expand with ambitious plans for the future.
This is an excellent time to become part of a forward-thinking firm that values technical excellence, collaboration, and professional growth.
The RoleProvide high-quality technical support to Financial Planners
Prepare detailed suitability reports and recommendations across pensions, investments, and protection
Conduct comprehensive research and analysis of financial products and solutions
Ensure all advice and documentation meet FCA and internal compliance standards
Collaborate closely with advisers, administrators, and product providers to deliver a first-class client experience
Proven experience working as a Paraplanner within a financial planning or wealth management environment
Strong understanding of pensions, investments, and tax planning
Excellent analytical and report-writing skills
Ideally working towards or holding the Diploma in Regulated Financial Planning (DipPFS or equivalent)
Highly organised with strong attention to detail and a proactive approach
Up to £45,000 basic salary (depending on experience and qualifications)
7.5% employer pension contribution
Discretionary annual bonus
Private Medical Insurance, Life Assurance, Dental & Health Cash Plan
25 days holiday + bank holidays
Hybrid working pattern - 3 days in the office, 2 from home
Extensive flexible benefits package tailored to suit individual needs
This is a superb opportunity to join a growing and respected financial planning business at an exciting stage of its journey. You'll be part of a supportive team in a professional yet progressive environment, with genuine scope for development and long-term career progression.