At a Glance
- Tasks: Prepare high-quality reports and support financial advisers in delivering tailored client solutions.
- Company: Established financial planning firm with a focus on professional development.
- Benefits: Competitive salary, hybrid working, full exam support, and clear career progression.
- Other info: Dynamic environment with exposure to diverse, high-quality clients.
- Why this job: Join a supportive team and make a real impact in clients' financial journeys.
- Qualifications: Experience in financial services and strong communication skills are essential.
The predicted salary is between 30000 - 50000 € per year.
This is an established and growing financial planning firm based near Kettering, working with a diverse and sophisticated client base that includes business owners, technology professionals, high-net-worth individuals, and families. Their specialist areas span retirement planning, wealth management, investment advice, and protection — delivering holistic, bespoke financial planning at every stage of a client's journey. The firm has a strong culture of professional development and invests heavily in its people, with full support available for those looking to progress toward Chartered status.
A newly available opportunity has arisen for a Paraplanner to join the team on a hybrid basis, supporting two experienced Financial Advisers. This is a pivotal role within the business — you will sit at the heart of the advice process, working closely with advisers to translate complex client objectives into clear, well-researched, and compliant suitability reports and recommendations. You will be joining a supportive team environment where your contribution is genuinely valued, and where there is a clear pathway for career progression for the right individual.
Key Responsibilities- Prepare high-quality suitability reports and letters of recommendation across pensions, investments, protection, and retirement planning cases
- Conduct detailed research and analysis to support adviser recommendations, including platform, fund, and product comparisons
- Work closely with two Financial Advisers to manage case workflow and ensure timely delivery of client documentation
- Maintain up-to-date knowledge of relevant legislation, FCA regulations, and product developments
- Liaise with providers, platforms, and back-office systems to obtain valuations, illustrations, and policy information
- Assist with the preparation of client review documentation and meeting packs
- Ensure all files and records meet internal compliance standards
- Support advisers with ad hoc technical queries and research requests
- Previous experience in a Paraplanning or technical financial services role — either fully qualified or working towards qualifications
- Strong working knowledge of financial planning across retirement, investment, and protection disciplines
- Experience preparing suitability reports and navigating the advice process end-to-end
- Comfortable working with a variety of client profiles, including HNWIs and business owners
- Organised, detail-focused, and able to manage a varied caseload to meet deadlines
- Strong written communication skills — clear, accurate, and client-appropriate
- A proactive team player who is self-motivated and takes ownership of their work
- CII Level 4 Diploma in Financial Planning (or working towards it) is desirable — though candidates at varying stages of qualification will be considered
- Salary of £30,000 – £50,000 depending on experience and qualifications
- Hybrid working — a blend of office and home working
- Full exam support and study time for CII qualifications, including towards Chartered Financial Planner status
- Genuine career progression within a growing firm
- Supportive, collaborative team environment
- Exposure to a broad and high-quality client base
Location: Based near Kettering, Northamptonshire. Candidates should be within a commutable distance of the office. Hybrid working is available once settled into the role.
Paraplanner in Kettering employer: RGH-Global Limited
Join a dynamic financial planning firm near Kettering that prioritises professional development and offers a supportive team environment. With a strong commitment to employee growth, including full exam support for CII qualifications and a clear pathway to Chartered status, this is an excellent opportunity for a Paraplanner looking to make a meaningful impact while working with a diverse client base. Enjoy the flexibility of hybrid working and be part of a culture that values your contributions and fosters career progression.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Kettering
✨Network Like a Pro
Get out there and connect with people in the financial planning industry! Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Paraplanner role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience with suitability reports and your knowledge of financial planning. We want to see how you can bring value to their team!
✨Prepare for Interviews
Do your homework on the firm and its client base before the interview. Be ready to discuss how your skills align with their needs, especially in areas like retirement planning and investment advice. Confidence is key!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Paraplanner in Kettering
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience in financial planning, especially with pensions and investments, to show us you’re the right fit for our team.
Show Off Your Skills:We want to see your strong written communication skills in action! When preparing your application, use clear and concise language to demonstrate how you can create well-researched suitability reports and recommendations.
Research is Key:Before applying, do a bit of homework on our firm and the financial services industry. This will help you understand our values and the type of clients we work with, which you can mention in your application to impress us!
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you don’t miss out on any important updates about your application status.
How to prepare for a job interview at RGH-Global Limited
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around pensions, investments, and protection. Familiarise yourself with the latest FCA regulations and product developments, as this will show that you're serious about the role and can hit the ground running.
✨Prepare Suitability Reports
Since you'll be preparing suitability reports, practice drafting a few before your interview. This will not only help you understand the process better but also give you concrete examples to discuss during the interview, showcasing your skills and experience.
✨Showcase Your Team Spirit
This role is all about collaboration with Financial Advisers, so be ready to talk about your experiences working in a team. Share specific examples of how you've supported colleagues or contributed to a project, highlighting your proactive attitude and ability to manage a varied caseload.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask at the end of your interview. Inquire about the firm's approach to professional development or how they support their paraplanners in achieving Chartered status. This shows your genuine interest in the role and the company culture.
