Job description
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
• Prepare tailored suitability reports
• Conduct technical research and provider analysis
• Produce cashflow models and financial planning calculations
• Support advisers throughout the advice process
• Liaise with providers to ensure efficient implementation
About You
• Previous Paraplanning experience within an IFA
• Level 4 Diploma qualified (ideally)
• Strong technical knowledge across pensions, investments and taxation
• Excellent report writing and analytical skills
Benefits
• 5% matched pension (after probation)
• Private Medical Insurance (after probation)
• 25 days' holiday + Bank Holidays + Birthday off
• Hybrid working
• Free on-site parking
• 4x Death in Service
• Support towards Chartered status
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.