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Permanent

Junior Paraplanner

Kettering
money-bag 10000-500000 Annual
3140177494
Posted Yesterday

Role: Junior ParaplannerLocation: KetteringSalary: £ NegotiableThe OpportunityA 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 OverviewThe 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 ResponsibilitiesPrepare suitability reports, cashflow models, and technical research to support Financial Planners.Conduct detailed research on pensions, investments, and protection solutions.Ensure all documentation meets FCA regulatory requirements and internal compliance standards.Liaise closely with advisers to ensure accurate and timely client recommendations.Support continuous improvement of paraplanning processes and workflows.Assist with more complex cases as experience develops, acting as a technical ..... full job details .....

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