At a Glance
- Tasks: Produce financial planning reports and support advisers with technical research.
- Company: Modern, independent financial planning firm in Kettering.
- Benefits: Negotiable salary, training support, and career development opportunities.
- Other info: Dynamic environment with opportunities for professional growth.
- Why this job: Join a supportive team and build a long-term career in financial services.
- Qualifications: Experience in financial planning or relevant exams preferred.
The predicted salary is between 30000 - 40000 £ per year.
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.
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:- Prepare 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.
Junior Paraplanner employer: Grove Talent Solutions
Join a modern, independent financial planning firm in Kettering that prioritises employee growth and development. With a strong focus on training, exam support, and a collaborative work culture, this role as a Junior Paraplanner offers a unique opportunity to advance your career in a supportive environment. Experience the benefits of working in a professional setting that values accuracy, compliance, and teamwork, making it an excellent employer for those looking to make a meaningful impact in financial services.
