Paraplanner

  • mbf.
  • Kettering, Northamptonshire
  • Oct 29, 2025
Full time Banking Finance

Job Description

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 Role
  • Provide 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

About You
  • 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

The Benefits
  • 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.