Paraplanner
Job in
Northampton, Northamptonshire, NN1, England, UK
Listed on 2026-07-15
Listing for:
Regional Recruitment Services
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Compliance, Financial Services
Job Description & How to Apply Below
Paraplanner
- Wanted
- Immediate Start!
Northampton Based | Salary: £28,000 - £32,000
Permanent, Full-Time
Are you an experienced Paraplanner?
Regional Recruitment is currently working with a well-established financial services business in Northampton, who are looking to appoint a skilled Paraplanner to support their advisory team.
What's onOffer:
- 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
Essential:
- 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
Desirable:
- 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
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