3 days ago Be among the first 25 applicants
This range is provided by Recruit UK. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Job Title: Paraplanner
Location: Kettering
Salary: up to £45,000
We are seeking a detail-oriented and analytical Paraplanner to support a team of advisors in delivering exceptional client service and comprehensive financial planning. As a paraplanner, you will assist in gathering client information, analysing financial data, preparing reports, and developing recommendations to help clients achieve their financial goals.
Key Responsibilities
* Collaborate with financial advisors to prepare detailed financial plans and investment reports.
* Collect and analyse client data including income, expenses, assets, liabilities, insurance, and investment holdings.
* Create retirement projections, cash flow models, and insurance analyses using financial planning software.
* Conduct product and fund research to support investment recommendations.
* Ensure that all planning recommendations are compliant with regulatory and internal standards.
* Maintain accurate and up-to-date client records in CRM and planning systems.
* Provide general administrative support to advisors as needed.
Qualifications
* Previous experience in a financial planning or wealth management firm.
* Knowledge & experience of a wide range of financial services products.
* Confidence in determining the advice journey.
* Strong analytical skills with attention to detail.
* Excellent written and verbal communication skills.
* Ability to prioritise tasks and manage time effectively.
Benefits
* Competitive salary and bonus potential.
* Death in Service and Income Protection.
* Early or Late starts.
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a national firm on a Paraplanner role in Kettering.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance
Get notified about new Paraplanner jobs in Kettering, England, United Kingdom.
J-18808-Ljbffr