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Paraplanner

Capio Recruitment Financial Planning·Kettering (East Midlands)
£37 500 – £47 500 / year
Apply on sourceYou are leaving VoxJobs for reed.co.uk — the application is handled directly by the company. reed.co.uk

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.

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Original source
reed.co.uk
Posted
Jul 21, 2026 · true date
Last verified
2 hours ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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