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: Great career growth opportunities in a supportive environment.
- 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 35000 - 45000 £ 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 Northampton employer: TEMPLEGATE RECRUITMENT LIMITED
Join a dynamic and rapidly growing financial planning firm in Kettering, where your contributions as a Paraplanner will directly impact clients' lives. With a supportive and collaborative work culture, you will benefit from ongoing training, mentorship from experienced professionals, and a commitment to your career development. Enjoy competitive salary packages, generous leave policies, and the opportunity to be part of a forward-thinking team dedicated to delivering exceptional client outcomes.
Contact Details:
TEMPLEGATE RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Northampton
✨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 of the role, especially around financial analysis and compliance. 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 position. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Paraplanner gig! We’re all about connecting talent with opportunity, and applying directly helps us match your skills with the right roles faster. Plus, it’s super easy!
We think you need these skills to ace Paraplanner in Northampton
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your relevant experience and skills that match the job description, especially your understanding of financial planning principles and compliance requirements.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your background makes you a great fit for our team. Keep it concise but impactful!
Showcase Your Technical Skills:Since this role involves using financial planning software and cashflow modelling tools, be sure to mention any specific software you’re familiar with. This will show us you’re ready to hit the ground running!
Apply Through Our Website:We encourage you to apply through our website for the best chance of success. It helps us keep track of applications and ensures you’re considered for the role in a timely manner!
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 planning. Familiarise yourself with the latest industry regulations and compliance requirements, as these are crucial for a Paraplanner role.
✨Showcase Your Analytical Skills
Be prepared to discuss your experience with financial planning software and cashflow modelling tools. Bring examples of how you've used these tools in past roles to support financial recommendations, as this will demonstrate your technical expertise.
✨Communicate Clearly
Effective communication is key in this role. Practice explaining complex financial concepts in simple terms, as you may need to clarify objectives with clients or colleagues. This will show that you can bridge the gap between technical details and client understanding.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to financial planning and their team dynamics. This not only shows your interest in the role but also helps you gauge if the company culture aligns with your career goals.
