Role: Paraplanner

Location: Northampton

Salary: Negotiable depending on experience

The Opportunity

A well-established and highly regarded independent financial planning firm is looking to appoint an experienced Paraplanner to join its growing team in Northampton.

This is an excellent opportunity for a technically skilled and detail-oriented individual to play a key role in supporting advisers and delivering high-quality financial planning recommendations. Working closely with experienced advisers, you will be involved in all aspects of the advice process, from research and analysis through to report writing and client outcomes.

The firm is committed to developing its people and offers ongoing professional development, full exam support and clear career progression opportunities. For those with longer-term ambitions, there may also be an opportunity to develop towards an adviser role in the future.

Key Responsibilities

• Produce and prepare suitability reports and financial planning recommendations across pensions, investments and protection planning.
• Conduct technical research on financial products, funds, platforms and planning solutions.
• Carry out financial analysis, reviewing clients' income, assets, liabilities and financial objectives.
• Create and compile client reports, illustrations, fund research and technical documentation.
• Perform cashflow modelling and support advisers in developing appropriate client strategies.
• Liaise with providers, platforms and clients to obtain relevant information and documentation.
• Respond to technical queries and assist advisers throughout the advice process.
• Maintain accurate client records and ensure all files meet regulatory and compliance requirements.
• Assist with new business processing, policy servicing and ongoing client reviews.
• Keep up to date with industry, product and platform developments.

Requirements

• Previous experience as a Paraplanner, Junior Paraplanner or within a technical support role in a financial planning or wealth management firm.
• Diploma qualified or making significant progress towards the Level 4 Diploma in Regulated Financial Planning.
• Strong understanding of financial planning products, platforms and compliance requirements.
• Experience preparing suitability reports and conducting technical research.
• Strong analytical and problem-solving skills with excellent attention to detail.
• Confident communication skills, both written and verbal.
• Proficiency in financial planning software and cashflow modelling tools would be advantageous.
• A proactive attitude and genuine desire to develop within the financial planning profession.

What's on Offer

• 25 days holiday plus bank holidays.
• Annual discretionary bonus.
• Enhanced pension contribution
• Full CII exam support and professional membership funding.
• Life assurance cover.
• Flexible benefits package.
• Clear career progression within a supportive and collaborative team.