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 package
Working 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
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Provide high-quality technical support to Financial Planners
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Prepare detailed suitability reports and recommendations across pensions, investments, and protection
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Conduct comprehensive research and analysis of financial products and solutions
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Ensure all advice and documentation meet FCA and internal compliance standards
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Collaborate closely with advisers, administrators, and product providers to deliver a first-class client experience
About You
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Proven experience working as a Paraplanner within a financial planning or wealth management environment
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Strong understanding of pensions, investments, and tax planning
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Excellent analytical and report-writing skills
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Ideally working towards or holding the Diploma in Regulated Financial Planning (DipPFS or equivalent)
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Highly organised with strong attention to detail and a proactive approach
The Benefits
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Up to £45,000 basic salary (depending on experience and qualifications)
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7.5% employer pension contribution
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Discretionary annual bonus
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Private Medical Insurance, Life Assurance, Dental & Health Cash Plan
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25 days holiday + bank holidays
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Hybrid working pattern – 3 days in the office, 2 from home
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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.
Sector:
- Financial Services
- Financial Planning
