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We've recently taken on a new position for a Paraplanner to join our clients, a well-established Financial Planning firm in Kettering, Northamptonshire. For the right individual, they are offering great earning potential, and career path. The successful will require previous experience and provide a professional level of support to the team of Financial Advisors.

Working hours:

Monday – Friday 9 am – 5 pm

Office based

The successful Paraplanner will be offered:

Basic salary £50,000 (DOE)

25 days plus bank holidays

Free car parking

Auto-enrolment pension scheme

3 x salary death in service scheme after 6 month probation period

Company sick pay scheme after probationary period.

To be considered for the Paraplanner role you must have the following:

Relevant qualifications (R01 or Level 4 Diploma)

Excellent Communication skills (telephone and face-to-face)

Organisation Skills

Ability to be proactive and work well in a team.

As a Paraplanner, your role will involve:

Respond to all communications in a timely fashion.

Produce discussion documents and suitability reports.

Using relevant tools research product suitability and services ensuring that our clients have the best “whole of market advice” made available to them when they need it.

Input into and follow the Company Central Investment Proposition.

Prepare and save, as per company guidelines, relevant technical paperwork in order that the administrators can prepare for adviser-client meetings, ensuring that all deadlines are met.

Ensure that all relevant paperwork is prepared and ready for presentation to the client by the adviser.

Follow up and discuss with the provider, adviser, client or administrator as necessary ensuring a regular communication flow in order that business is concluded.

Ensure registers and logs are kept up to date and reviewed on a regular basis.

Take responsibility for dealing with client issues in order to lead to a satisfactory conclusion.

Keep up to date with legislative changes, attending seminars, briefings and meeting with broker consultants relevant to the Paraplanning role. 

Regularly communicate on compliance matters as they arise with colleagues.

Ensure that all compliance procedures relevant to your area of expertise are in place and adhered to by colleagues ensuring the Compliance Officer is aware of any important issues.

Make sure that colleagues are aware of any changes to key technical material in a timely and professional manner.

Pass details relating to producing invoices for clients to the Office Manager.

Work as part of a team with the other paraplanners ensuring Company guidelines are adhered to.

Ensure the Company database is kept up to date.

Carry out ad hoc project and administration work as requested by the Management Team

Take an appropriate role in seminars and events