Paraplanner with Technical Excellence

17 hours ago


Kettering, Northamptonshire, United Kingdom Cavendish Maine Full time

We are a forward-thinking financial planning firm seeking a skilled and innovative Comprehensive Paraplanning Specialist to join our team.

About Our Work:

We pride ourselves on delivering tailored solutions to meet our clients' unique needs. As a member of our team, you will have the opportunity to work with a diverse range of clients, from individuals to businesses, and develop your skills in a dynamic environment.

Your Key Responsibilities:

  • You will be responsible for producing high-quality documents and reports, including review documents and suitability reports.
  • You will work closely with our Managing Director and team of Advisers to deliver exceptional client service and meet deadlines.
  • You will conduct thorough research on product suitability and services, ensuring that our clients have access to the best whole-of-market advice.
  • You will contribute to the development of our Company Central Investment Proposition, aligning our clients' investments with their goals.
  • You will prepare and present technical paperwork to clients, ensuring that they are fully informed and satisfied.
  • You will maintain effective communication channels with Providers, Advisers, Clients, and Administrators to ensure seamless business operations.
  • You will stay up-to-date with legislative changes and attend relevant seminars and briefings to enhance your knowledge.

Essential Requirements:

  • Prior experience as a Paraplanner.
  • Excellent technical knowledge across a range of areas.
  • Proficiency in Microsoft Office applications.
  • Familiarity with industry-specific software systems.

What We Offer:

  • Competitive salary circa £40,000 (dependent on experience).
  • Generous holiday entitlement.
  • Parking facilities available on-site.
  • Access to company pensions and death-in-service benefits.

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