Paraplanner

Paraplanner

Boutique IFA - Kettering (Hybrid)

Up to £47,500

Are you a technically capable Paraplanner looking to join a firm where holistic financial planning, client relationships and quality advice take precedence?

We're partnering with a highly respected boutique Independent Financial Planning firm in Northamptonshire, known for its lifestyle-led approach to advice and collaborative culture. Working closely with experienced Financial Planners, you'll provide technical support across a broad range of pensions, investments, protection and estate planning cases, helping to deliver bespoke financial planning solutions for private clients.

The Role

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• Prepare tailored suitability reports
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• Conduct technical research and provider analysis
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• Produce cashflow models and financial planning calculations
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• Support advisers throughout the advice process
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• Liaise with providers to ensure efficient implementation
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About You

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• Previous Paraplanning experience within an IFA
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• Level 4 Diploma qualified (ideally)
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• Strong technical knowledge across pensions, investments and taxation
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• Excellent report writing and analytical skills
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Benefits

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• 5% matched pension (after probation)
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• Private Medical Insurance (after probation)
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• 25 days' holiday + Bank Holidays + Birthday off
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• Hybrid working
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• Free on-site parking
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• 4x Death in Service
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• Support towards Chartered status
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If you're looking for a role where your technical expertise is genuinely valued and you can build a long-term career within a supportive, close-knit firm, we'd love to hear from you.