Paraplanning Role

3 days ago


Kettering, Northamptonshire, United Kingdom Cavendish Maine Full time £40,000
About the Role

We are seeking an experienced Paraplanner to join our team in Kettering. As a key member of our team, you will work closely with our Managing Director and highly qualified Advisers to ensure exceptional client service and timely completion of tasks.

Job Responsibilities:
  • Produce review documents and suitability reports
  • Research product suitability and services for clients
  • Input into and follow our Central Investment Proposition
  • Prepare technical paperwork for presentation to clients
  • Foster regular communication with providers, advisers, clients, and administrators
  • Maintain up-to-date registers and logs
  • Tackle client issues to achieve satisfactory conclusions
  • Stay informed about legislative changes through seminars, briefings, and meetings with broker consultants


  • Kettering, Northamptonshire, United Kingdom Vanilla Recruitment (UK) Ltd Full time

    Job Title: Paraplanning SpecialistWe are seeking an experienced Paraplanning Specialist to join our team at Vanilla Recruitment (UK) Ltd. As a key member of our wealth management firm, you will play a pivotal role in providing comprehensive financial planning and assistance to high-net worth clients.Salary: £40,000 - £50,000 per annumAbout the Role:You...


  • Kettering, Northamptonshire, United Kingdom Austin Fraser Full time

    About the Role:The successful candidate will contribute to the development and implementation of investment strategies and support Advisers with paraplanning activities, including data collection, analysis, and presentation.This is an exciting opportunity for a motivated individual to join Austin Fraser's Investments & Pensions department and play a key role...


  • Kettering, Northamptonshire, United Kingdom Northampton Business Directory Full time

    About the Role:We are seeking a skilled Paraplanning Professional to provide high-level support to our team of Advisers. As a key member of our team, you will play a critical role in servicing client work and ensuring the highest standards of customer service.Main Responsibilities:Communicate effectively with clients and stakeholders in a timely...

  • Paraplanning Expert

    10 hours ago


    Kettering, Northamptonshire, United Kingdom Cavendish Maine Full time £40,000

    OverviewCavendish Maine provides expert financial planning services to individuals, families, and businesses in [location]. As a leading financial planning firm, we strive to deliver exceptional results and build long-lasting relationships with our clients. We are currently seeking an experienced Paraplanning Expert to join our team.Key ResponsibilitiesThe...

  • Paraplanning Expert

    2 days ago


    Kettering, Northamptonshire, United Kingdom Capio Recruitment Full time

    Job DescriptionWe are seeking a highly skilled Paraplanning Expert to join our client's team in Kettering. As a Technical Paraplanner, you will be responsible for providing technical support to the Financial Planners and working closely with the Financial Planning Administrators.The ideal candidate will have experience in producing technical reports,...

  • Paraplanning Expert

    2 days ago


    Kettering, Northamptonshire, United Kingdom Cavendish Maine Full time

    Cavendish Maine are seeking a skilled Paraplanner to join their team of experienced professionals. The ideal candidate will have prior experience as a Paraplanner and excellent technical knowledge across a wide range of areas.About the RoleMust have prior experience as a Paraplanner.Excellent technical knowledge across a wide range of areas.Experience...


  • Kettering, Northamptonshire, United Kingdom Cavendish Maine Full time £40,000

    Company OverviewCavendish Maine is a reputable financial planning firm that offers high-quality, comprehensive financial planning advice to individuals, families, and businesses. We are seeking an experienced Paraplanning Expert to join our team.Job DescriptionThe successful candidate will work closely with the Managing Director and a team of highly...


  • Kettering, Northamptonshire, United Kingdom Vanilla Recruitment (UK) Ltd Full time

    Vanilla Recruitment is proud to partner with a respected wealth management firm to find an experienced Paraplanner. The successful candidate will contribute to delivering exceptional client experiences and support the development of high-quality financial planning services.Role OverviewThe ideal candidate will be DipPFS qualified or studying, with a minimum...


  • Kettering, Northamptonshire, United Kingdom Cavendish Maine Full time

    **Role Overview**Cavendish Maine is a forward-thinking financial planning firm dedicated to delivering outstanding results for our clients. We're seeking a Compliance Professional to join our team and contribute to our continued success.Compensation Package:**£40,000 (dependent on experience), including a range of benefits.Key Responsibilities:**The ideal...


  • Kettering, Northamptonshire, United Kingdom Cavendish Maine Full time

    Cavendish Maine is a leading financial planning firm providing high-quality, comprehensive financial planning advice to individuals, families and businesses. We are looking for an experienced Paraplanner to join our team of highly qualified Advisers.ResponsibilitiesWork closely with the MD and team of highly qualified Advisers, to ensure clients receive an...


  • Kettering, Northamptonshire, United Kingdom Cavendish Maine Full time

    Career OpportunityAbout Us:Cavendish Maine is a reputable financial planning firm providing high-quality, comprehensive financial planning advice to individuals, families, and businesses. We are seeking an experienced Paraplanner to join our team.Role and Responsibilities:You will work closely with the Managing Director and a team of highly qualified...

  • Paraplanner

    2 weeks ago


    Kettering, United Kingdom CV-Library Full time

    We are currently working with a wealth management firm to assist in their recruitment for a Paraplanner. The successful candidate will be reporting into the Managing Director and will work within a small and collaborative team. You will pay a pivotal role in providing comprehensive financial planning and assistance to high-net worth clients and will work...


  • Kettering, United Kingdom Capio Recruitment Full time

    **Job Title: Financial Planning Administrator** **Location: Kettering** **Salary: £25,000 - £29,000** **The Company**: A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice for both private individuals and businesses are looking for a new Administrator to join their back office team. They are a modern,...

  • Paraplanner

    2 weeks ago


    Kettering, United Kingdom Adecco Full time

    Adecco are currently supporting our client in recruiting for a Paraplanner for a well-established Financial services company based in Kettering. Job title: Paraplanner Salary: £40k Location: Kettering Hours: Monday - Friday (9am - 5pm) Job Type: Permanent Role Overview: To provide a professional level of support as a Paraplanner to the MD and a team...

  • Paraplanner

    3 weeks ago


    Kettering, United Kingdom CV-Library Full time

    Adecco are currently supporting our client in recruiting for a Paraplanner for a well-established Financial services company based in Kettering. Job title: Paraplanner Salary: £40k Location: Kettering Hours: Monday - Friday (9am - 5pm) Job Type: Permanent Role Overview: To provide a professional level of support as a Paraplanner to the MD and a...


  • Kettering, Northamptonshire, United Kingdom Cavendish Maine Full time €40,000

    This financial planning firm provide high-quality, comprehensive financial planning advice to individuals, families and businesses and are looking for an experienced Paraplanner to join the team. Role and Responsibilities You will work closely with the MD and team of highly qualified Advisers, to ensure client receive an excellent level of service and all...