Investments and Pensions Department Role

4 weeks ago


Kettering, Northamptonshire, United Kingdom Austin Fraser Full time
Job Description

We are seeking a skilled Paraplanner to join our Investments & Pensions department in Kettering. The successful candidate will be responsible for supporting the Managing Director and team of Advisers.

Main Responsibilities
  • To contribute to and follow the Company Central Investment Proposition.
  • To support the Managing Director and team of Advisers in their daily tasks.
Desirable Skills and Qualifications
  1. Proficient in Microsoft Office (Word, Excel).
  2. Experience with Intelligent Office Database or similar is advantageous.
  3. Familiarity with financial planning tools such as Cashcalc, FE Analytics, Selectapension, Synaptics, Dynamic Planner.
  4. Excellent communication skills.
Package and Benefits
  1. Competitive salary of up to £45k per annum.
  2. Opportunities for professional development and training.
  3. Involvement in company-organised events and seminars.


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