Paraplanner

Paraplanner
- Wanted
- Immediate Start!

Northampton Based Salary: £28,000 - £32,000

Permanent, Full-Time

Are you an experienced Paraplanner?

• Competitive salary, dependent on experience
• Company pension
• Ongoing training and professional development support
• Potential for hybrid/flexible working (dependent on employer)
• Supportive and collaborative team environment
• Clear opportunities for career progression

• Previous experience working as a Paraplanner or in a technical financial planning role
• Strong understanding of pensions, investments and protection products
• Experience producing suitability reports
• Good knowledge of FCA rules and financial planning processes
• Strong communication and organisational skills
• High attention to detail and accuracy

• Experience using financial planning tools and software
• Experience working within an independent financial advice or wealth management environment

• Produce suitability reports in line with FCA and regulatory requirements
• Carry out research across pensions, investments and protection products
• Support advisers with meeting prep and follow-up work
• Review client information to help shape suitable financial recommendations
• Contact providers to obtain policy details and valuations
• Keep client records accurate and up to date
• Assist with annual reviews and ongoing client servicing
• Ensure all work is completed in line with compliance standards
• Stay up to date with product changes and industry updates

As a Paraplanner, you will also be expected to:

• Manage multiple cases and deadlines effectively
• Work accurately under pressure in a busy environment
• Build strong working relationships with advisers and clients
• Take a proactive approach to problem-solving and case management
• Deliver consistently high-quality, compliant work