Capio Recruitment
Paraplanner
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Paraplanner
Boutique IFA - Kettering (Hybrid)
Up to £47,500
Are you a technically capable Paraplanner looking to join a firm where holistic financial planning, client relationships and quality advice take precedence?
We're partnering with a highly respected boutique Independent Financial Planning firm in Northamptonshire, known for its lifestyle-led approach to advice and collaborative culture. Working closely with experienced Financial Planners, you'll provide technical support across a broad range of pensions, investments, protection and estate planning cases, helping to deliver bespoke financial planning solutions for private clients.
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The Role
- Prepare tailored suitability reports
- Conduct technical research and provider analysis
- Produce cashflow models and financial planning calculations
- Support advisers throughout the advice process
- Liaise with providers to ensure efficient implementation
About You
- Previous Paraplanning experience within an IFA
- Level 4 Diploma qualified (ideally)
- Strong technical knowledge across pensions, investments and taxation
- Excellent report writing and analytical skills
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Benefits
- 5% matched pension (after probation)
- Private Medical Insurance (after probation)
- 25 days' holiday + Bank Holidays + Birthday off
- Hybrid working
- Free on-site parking
- 4x Death in Service
- Support towards Chartered status
If you're looking for a role where your technical expertise is genuinely valued and you can build a long-term career within a supportive, close-knit firm, we'd love to hear from you.
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