�? Join a Chartered Financial Planning Firm Where Your Expertise Matters We’re looking for a qualified Paraplanner to join our well-respected team based in Moulton Park, Northampton. This is a rare opportunity to work closely with Directors and Advisers in a truly collaborative environment, offering long-term development, technical exposure, and real impact with some of our most HNW clients. ?? Position Details Location: Moulton Park, Northampton Salary: Attractive and based on experience Work Model: Office-based with potential flexibility Reporting to: Business Manager Hours: Monday - Thursday: 09:00 - 17:00 Friday: 09:00 - 16:00 Flexibility required to meet business needs ?? What You'll Be Doing As Paraplanner, you’ll provide essential support in delivering complex financial advice. Responsibilities include: Managing and liaising with HNW clients on technical matters Preparing cash flow forecasts and retirement income plans Conducting in-depth research and producing suitability reports Maintaining and reviewing technical templates and tools Responding to client and internal technical queries Delivering internal training and ensuring team compliance with changing regulations Designing spreadsheets/tools for investment analysis Optional client-facing responsibilities: fact-find updates and annual reviews ?? What We’re Looking For Essential: Level 4 Diploma in Regulated Financial Planning 1 years qualified paraplanning experience Strong technical knowledge in pensions, investments, and taxation Clear and professional communication skills Proficient in Word, Excel, Outlook Desirable: Chartered status (or working towards it) AF1, AF7, AF8 or equivalent qualifications Knowledge of SSASs, SIPPs, Drawdown, BPR/EIS, and Trusts Personal Attributes Detail-focused with a structured, methodical approach Conscientious, accurate, and client-outcome driven Professional, friendly, and a team player Capable of handling competing deadlines under own initiative Benefits Package 25 days annual leave (20 4 at Christmas bank holidays) Option to buy additional holidays Matched pension contributions up to 7% Exam support and paid study time Death in Service cover Health Cash Plan & Critical Illness Cover Early Friday finish at 4pm Development in a Chartered firm committed to excellence Paraplanner, IFA, Report Writing, Research & Analysis, Financial Planning, Wealth Management, Financial Services.