Junior Paraplanner

Role: Junior Paraplanner

Location: Kettering

Salary: £ Negotiable

The Opportunity

A modern, independent financial planning firm seeking an experienced and detail-oriented Junior Paraplanner to join its growing team in Kettering.

The role would suit someone who has experience in a financial planning firm previously or who holds some financial planning exams and is now looking to develop their experience in a more challenging role.

There is training and development available alongside exam support, so this role offers an excellent opportunity to build a long-term career in financial services within a supportive, professional environment.

Role Overview

The successful candidate will be responsible for producing accurate, compliant financial planning reports and providing technical support to advisers. You will work closely with Financial Planners to ensure recommendations are well-researched, clearly documented, and delivered efficiently, supporting the firm’s ongoing growth.

Key Responsibilities

\n
• Prepare suitability reports, cashflow models, and technical research to support Financial Planners.
\n
• Conduct detailed research on pensions, investments, and protection solutions.
\n
• Ensure all documentation meets FCA regulatory requirements and internal compliance standards.
\n
• Liaise closely with advisers to ensure accurate and timely client recommendations.
\n
• Support continuous improvement of paraplanning processes and workflows.
\n
• Assist with more complex cases as experience develops, acting as a technical support to advisers.
\n

Candidate Skills

\n
• Previous experience in a similar IFA, wealth management or financial services administration role.
\n
• Progress towards some financial services qualifications (e.g., R01, CF1, FA1 or equivalent).
\n
• Strong organisational and communication skills.
\n
• High level of accuracy and attention to detail.
\n
• Proficient in Microsoft Office and CRM systems.
\n
• A proactive attitude and willingness to learn and grow within the role.
\n

Some of the Benefits on offer include:

\n
• Fantastic holiday allowance of up to 30 days Annual Holiday + Bank Holidays. (Salary Purchase)
\n
• Private Medical Insurance
\n
• Strong Pension Scheme
\n
• CII Exams & Membership funding
\n
• Discretionary Bonus
\n
• Opportunity for progression towards paraplanning and advising in the future.
\n