Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Paraplanner Location: Kettering / Hybrid Working Available Salary: Competitive Salary (Dependent on Experience) Benefits: 25 days annual leave plus Bank Holidays Birthday day off 5% employer pension contribution matching Professional exam and qualification support Ongoing training and career development opportunities Mentorship from experienced professionals Supportive and collaborative working environment Opportunity to join a growing and forward-thinking financial planning business About the Company: Our client is a highly successful and rapidly expanding financial planning firm that is passionate about making a genuine difference in clients' lives. Their philosophy centres around delivering life-changing financial planning and empowering clients to achieve their personal and financial goals. With continued growth and increasing client demand, they are looking to strengthen their technical team by appointing an experienced Paraplanner / Technical Analyst who shares their commitment to delivering exceptional client outcomes. This is an excellent opportunity to join a progressive organisation that values professional development, collaboration, and career progression. Key Responsibilities: Conduct detailed financial analysis, reviewing client income, assets, liabilities, existing arrangements, and financial objectives. Utilise financial planning software and cashflow modelling tools to analyse scenarios and support financial planning recommendations. Research investment solutions, financial products, pension arrangements, and planning strategies to support advisers and client recommendations. Stay informed of industry developments, market trends, regulatory changes, and product innovations. Assist Financial Planners in preparing comprehensive and compliant financial planning reports and recommendations. Gather and analyse client information and supporting documentation. Maintain accurate and up-to-date client records in line with regulatory requirements and internal procedures. Communicate with clients where required to obtain information and clarify objectives. Ensure all documentation and recommendations meet compliance standards and regulatory expectations. Provide administrative support to the wider financial planning team as required. Work collaboratively with advisers, providers, administrators, and fellow paraplanners to deliver an exceptional client experience. Share technical knowledge and best practice across the team. What Were Looking For: Diploma in Regulated Financial Planning (or equivalent Level 4 qualification). Previous experience working as a Paraplanner or in a similar technical financial planning role. Strong understanding of financial planning principles, pensions, investments, protection, and retirement planning. Good knowledge of current industry regulations and compliance requirements. Experience using financial planning, research, and cashflow modelling software. Excellent analytical and problem-solving abilities. Strong organisational skills with exceptional attention to detail. Effective communication and interpersonal skills. Ability to manage multiple priorities while maintaining high-quality standards. Desirable Skills: Advanced Diploma qualifications or progress towards Chartered status. Chartered Financial Planner or CFP designation. Experience working within a fast-paced and growing financial planning environment. Knowledge of a broad range of investment and retirement planning strategies. Strong technical report-writing skills. How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.