At a Glance
- Tasks: Support clients in achieving financial goals through expert analysis and planning.
- Company: Boutique financial planning firm known for personalised service and employee growth.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Collaborative culture with opportunities for career advancement.
- Why this job: Join a dynamic team where your expertise truly makes a difference.
- Qualifications: Experience in paraplanning and a Diploma in Financial Planning required.
The predicted salary is between 45000 - 45000 £ per year.
Paraplanner / Technical Analyst Kettering Salary up to £45,000 Are you looking for more than just another paraplanning role?
Would you like to join a successful, boutique financial planning firm where your expertise is valued, your professional development is supported, and your contribution genuinely makes a difference?
Due to continued growth and success, an exciting opportunity has arisen for an experienced Paraplanner / Technical Analyst to join a dynamic and forward-thinking boutique financial planning business.
Renowned for delivering a highly personalised service, the firm is passionate about helping clients achieve their financial goals while fostering a collaborative, supportive environment where employees can thrive.
About You The successful candidate will have: Previous experience in a Paraplanning or similar technical financial planning role.
A minimum Diploma in Financial Planning.
Advanced Diploma, Chartered Financial Planner or CFP qualifications would be advantageous.
Strong technical knowledge of financial planning, investments and industry regulations.
Experience using financial planning software and research tools.
Excellent analytical and problem-solving skills.
Outstanding organisational skills with exceptional att...
