At a Glance
- Tasks: Conduct financial analysis and support advisers with client recommendations.
- Company: Join a rapidly expanding financial planning firm making a real difference.
- Benefits: Enjoy 25 days leave, birthday off, and professional development support.
- Other info: Dynamic environment with mentorship and career growth opportunities.
- Why this job: Be part of a collaborative team focused on exceptional client outcomes.
- Qualifications: Diploma in Regulated Financial Planning and relevant experience required.
The predicted salary is between 30000 - 40000 £ per year.
Location: Kettering / Hybrid Working Available
Salary: Competitive Salary (Dependent on Experience)
Benefits:
- 25 days annual leave plus Bank Holidays
- Birthday day off
- 5% employer pension contribution matching
- Professional exam and qualification support
- Ongoing training and career development opportunities
- Mentorship from experienced professionals
- Supportive and collaborative working environment
- Opportunity to join a growing and forward-thinking financial planning business
About the Company:
Our client is a highly successful and rapidly expanding financial planning firm that is passionate about making a genuine difference in clients' lives. Their philosophy centres around delivering life-changing financial planning and empowering clients to achieve their personal and financial goals. With continued growth and increasing client demand, they are looking to strengthen their technical team by appointing an experienced Paraplanner / Technical Analyst who shares their commitment to delivering exceptional client outcomes. This is an excellent opportunity to join a progressive organisation that values professional development, collaboration, and career progression.
Key Responsibilities:
- Conduct detailed financial analysis, reviewing client income, assets, liabilities, existing arrangements, and financial objectives.
- Utilise financial planning software and cashflow modelling tools to analyse scenarios and support financial planning recommendations.
- Research investment solutions, financial products, pension arrangements, and planning strategies to support advisers and client recommendations.
- Stay informed of industry developments, market trends, regulatory changes, and product innovations.
- Assist Financial Planners in preparing comprehensive and compliant financial planning reports and recommendations.
- Gather and analyse client information and supporting documentation.
- Maintain accurate and up-to-date client records in line with regulatory requirements and internal procedures.
- Communicate with clients where required to obtain information and clarify objectives.
- Ensure all documentation and recommendations meet compliance standards and regulatory expectations.
- Provide administrative support to the wider financial planning team as required.
- Work collaboratively with advisers, providers, administrators, and fellow paraplanners to deliver an exceptional client experience.
- Share technical knowledge and best practice across the team.
What We're Looking For:
- Diploma in Regulated Financial Planning (or equivalent Level 4 qualification).
- Previous experience working as a Paraplanner or in a similar technical financial planning role.
- Strong understanding of financial planning principles, pensions, investments, protection, and retirement planning.
- Good knowledge of current industry regulations and compliance requirements.
- Experience using financial planning, research, and cashflow modelling software.
- Excellent analytical and problem-solving abilities.
- Strong organisational skills with exceptional attention to detail.
- Effective communication and interpersonal skills.
- Ability to manage multiple priorities while maintaining high-quality standards.
Desirable Skills:
- Advanced Diploma qualifications or progress towards Chartered status.
- Chartered Financial Planner or CFP designation.
- Experience working within a fast-paced and growing financial planning environment.
- Knowledge of a broad range of investment and retirement planning strategies.
- Strong technical report-writing skills.
How to Apply:
Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit. Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.
Paraplanner in Kettering employer: TEMPLEGATE RECRUITMENT LIMITED
Join a dynamic and rapidly growing financial planning firm in Kettering, where your professional development is prioritised through ongoing training, mentorship from seasoned professionals, and support for further qualifications. With a collaborative work culture and a commitment to making a positive impact on clients' lives, this role as a Paraplanner offers not just a competitive salary but also 25 days of annual leave, a birthday day off, and a generous pension contribution, making it an excellent choice for those seeking meaningful and rewarding employment.
Contact Details:
TEMPLEGATE RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Kettering
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, attend industry events, and join relevant online groups. You never know who might have the inside scoop on a Paraplanner role or can refer you directly to hiring managers.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and current market trends. Be ready to discuss how your skills align with the responsibilities listed in the job description. Show them you’re not just a fit, but the perfect fit!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Apply through our website for the best chance at landing that Paraplanner position! We’re all about connecting talent with opportunity, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Paraplanner in Kettering
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your qualifications, especially your Diploma in Regulated Financial Planning, and any relevant experience as a Paraplanner.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about financial planning and how you can contribute to our team. Mention specific examples of your analytical skills and experience with financial planning software.
Showcase Your Attention to Detail:Since this role requires strong organisational skills and attention to detail, make sure your application is free from typos and errors. A well-structured application shows us you care about quality.
Apply Through Our Website:We encourage you to submit your application through our website. This way, we can easily track your application and ensure it reaches the right people. Plus, it’s super straightforward!
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your financial planning principles, especially around pensions, investments, and retirement strategies. Familiarise yourself with the latest industry regulations and compliance requirements, as these are crucial for a Paraplanner role.
✨Showcase Your Skills
Prepare to discuss your experience with financial planning software and cashflow modelling tools. Be ready to share specific examples of how you've used these tools in past roles to support financial recommendations and client outcomes.
✨Be a Team Player
Highlight your collaborative skills during the interview. Talk about how you've worked with advisers, clients, and other paraplanners to deliver exceptional service. This role is all about teamwork, so showing that you can communicate effectively is key.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s approach to financial planning and their growth strategy. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
