Paraplanner
other jobs Heat Recruitment
Added before 1 Days
- England,East Midlands,Northamptonshire,Kettering
- Full Time, Permanent
- £40,000 - £45,000 per annum
Job Description:
Paraplanner - National Wealth Management Firm
Location: Kettering | Salary: up to £45,000 + excellent benefits
Up to 3 days a week in the office
Our client is a nationally expanding business with a modern hybrid advice and wealth management model, underpinned by cutting-edge technology and a commitment to delivering exceptional client outcomes.
They are seeking a Paraplanner to provide high-quality technical and administrative support to the firm’s Wealth Planning Advisers. This role involves preparing pre-approval documentation, producing compliant suitability reports, completing complex financial calculations, and ensuring all advice documentation meets FCA standards.
You’ll play a key role in maintaining the quality and integrity of the firm’s advice process.
Key Responsibilities:
*Draft suitability reports under the guidance of the Financial Planner.
*Provide comprehensive technical support to Financial Planners in the preparation of advice.
*Conduct in-depth research and analysis across pensions, investments, protection, and tax planning.
*Interpret adviser meeting notes and prepare accurate, compliant recommendations with a high level of care and attention to detail.
*Provide technical support and guidance to advisers on specific cases to promote good consumer outcomes.
*Follow all relevant research, client support, compliance, and systems processes to maintain excellent data quality and fully compliant performance at all times.
About You:
*Previous experience as a Paraplanner within a financial planning or wealth management environment.
*Strong technical knowledge across pensions, investments, and tax-efficient solutions.
*Excellent written communication skills and attention to detail.
*A proactive approach with the ability to work both independently and collaboratively.
*Ideally Diploma-qualified (DipPFS) or working towards Level 4 with a commitment to ongoing development.
What’s on Offer:
The opportunity to join a multi-award-winning, forward-thinking national firm recognised for excellence in client service and professional development.
*Enhanced employer pension contribution
*25 days holiday (option to buy/sell extra days)
*Private Medical, Life Insurance & Income Protection
*Hybrid working (3 days in office)
*Further education & training support
*Performance-related bonus
*Flexible benefits package
*A supportive, collaborative culture where your expertise is valued.
*Clear career progression pathways and funded support for qualifications.
*Competitive salary, discretionary bonus, and a comprehensive benefits package.
If you’re a dedicated Paraplanner looking to grow your career with one of the UK’s leading professional services firms, we’d love to hear from you.
Apply now to find out more.
Location: Kettering | Salary: up to £45,000 + excellent benefits
Up to 3 days a week in the office
Our client is a nationally expanding business with a modern hybrid advice and wealth management model, underpinned by cutting-edge technology and a commitment to delivering exceptional client outcomes.
They are seeking a Paraplanner to provide high-quality technical and administrative support to the firm’s Wealth Planning Advisers. This role involves preparing pre-approval documentation, producing compliant suitability reports, completing complex financial calculations, and ensuring all advice documentation meets FCA standards.
You’ll play a key role in maintaining the quality and integrity of the firm’s advice process.
Key Responsibilities:
*Draft suitability reports under the guidance of the Financial Planner.
*Provide comprehensive technical support to Financial Planners in the preparation of advice.
*Conduct in-depth research and analysis across pensions, investments, protection, and tax planning.
*Interpret adviser meeting notes and prepare accurate, compliant recommendations with a high level of care and attention to detail.
*Provide technical support and guidance to advisers on specific cases to promote good consumer outcomes.
*Follow all relevant research, client support, compliance, and systems processes to maintain excellent data quality and fully compliant performance at all times.
About You:
*Previous experience as a Paraplanner within a financial planning or wealth management environment.
*Strong technical knowledge across pensions, investments, and tax-efficient solutions.
*Excellent written communication skills and attention to detail.
*A proactive approach with the ability to work both independently and collaboratively.
*Ideally Diploma-qualified (DipPFS) or working towards Level 4 with a commitment to ongoing development.
What’s on Offer:
The opportunity to join a multi-award-winning, forward-thinking national firm recognised for excellence in client service and professional development.
*Enhanced employer pension contribution
*25 days holiday (option to buy/sell extra days)
*Private Medical, Life Insurance & Income Protection
*Hybrid working (3 days in office)
*Further education & training support
*Performance-related bonus
*Flexible benefits package
*A supportive, collaborative culture where your expertise is valued.
*Clear career progression pathways and funded support for qualifications.
*Competitive salary, discretionary bonus, and a comprehensive benefits package.
If you’re a dedicated Paraplanner looking to grow your career with one of the UK’s leading professional services firms, we’d love to hear from you.
Apply now to find out more.
Job number 3079275
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Company Details:
Heat Recruitment
Company size: 50–99 employees
Industry: Other
We are a team of Specialist Recruitment Consultants operating within the Information Technology, Financial Services, Legal, Sales and General Insuran...