Full job descriptionJob Role: Paraplanner
Location: Kettering
Salary: Up to £45,000
Job Reference: 10620
Recruit UK is working in partnership with a growing, forward-thinking financial services firm is seeking a motivated and detail-oriented professional to join their dynamic team in Kettering. Operating at the heart of the wealth management and investment platform sector, the business delivers innovative and integrated solutions to private clients, advisers, and institutions.
This is a fantastic opportunity for a diploma qualified paraplanner to join a fast-paced, client-focused environment where your work will directly contribute to the company’s continued growth and reputation for excellent service.
Role responsibilities:
*Draft suitability reports with guidance.
*Liaise with Financial Planners to complete and accurate information for advice.
*Interpret adviser meeting notes and prepare appropriate recommendations.
*Support advisers with technical guidance to help deliver good consumer outcomes.
*Conduct research and maintain compliance throughout all casework.
*Keep workflows and records up to date to ensure accurate and timely reporting.
*Meet output targets for producing advice documents.
*Communicate effectively with advisers, client support, and colleagues.
*Manage personal caseload efficiently, maintaining accurate files and documentation.
*Gather and analyse policy data; produce illustrations and supporting documents.
*Assist with processing new business.
Job Requirements:
*Minimum of 1 year’s experience in a Paraplanning role within Financial Services.
*Diploma in Financial Planning or currently working towards it.
*Strong analytical skills and excellent attention to detail.
Benefits:
*Competitive salary
*Attractive Employee Pension Scheme (7.5% employer C minimum 3% employee)
*25 days Annual Leave + public holidays,- Buy and sell holidays up to 5 days
*Office Christmas close (3-days)
*A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
*Further education and training support
*Discretionary performance related bonus
*Confidential Employee Assistance Programme
*2 days per year for voluntary work
*And lots of flexible benefits to choose from!
This is an excellent opportunity to take the next step in your career and grow as a confident, highly skilled paraplanner. With hands-on training, strong mentorship, and a clear path for development, you’ll be supported every step of the way.
If you’re ready to build on your experience and join a forward-thinking firm that values your growth, apply today and start shaping your future in financial planning.