Paraplanner / Technical Analyst

Paraplanner / Technical Analyst

Kettering

Salary up to £45,000

Are you looking for more than just another paraplanning role?

Would you like to join a successful, boutique financial planning firm where your expertise is valued, your professional development is supported, and your contribution genuinely makes a difference?

Due to continued growth and success, an exciting opportunity has arisen for an experienced Paraplanner / Technical Analyst to join a dynamic and forward-thinking boutique financial planning business. Renowned for delivering a highly personalised service, the firm is passionate about helping clients

achieve their financial goals while fostering a collaborative, supportive environment where employees can thrive.

About You

The successful candidate will have:

• Previous experience in a Paraplanning or similar technical financial planning role.
• A minimum Diploma in Financial Planning.
• Advanced Diploma, Chartered Financial Planner or CFP qualifications would be advantageous.
• Strong technical knowledge of financial planning, investments and industry regulations.
• Experience using financial planning software and research tools.
• Excellent analytical and problem-solving skills.
• Outstanding organisational skills with exceptional attention to detail.
• Strong written and verbal communication skills.
• The ability to work independently while collaborating effectively within a close-knit team.
• A genuine passion for financial planning and helping clients achieve their long-term financial goals.

What's on Offer?

• Competitive salary and excellent benefits package.
• 25 days' annual leave plus bank holidays.
• Your birthday off every year.
• 5% employer pension contribution.
• Ongoing professional development and financial support towards professional examinations.
• Clear opportunities for career progression within a growing business.
• A supportive, collaborative and inclusive working environment.
• Mentorship and guidance to help you achieve your long-term career aspirations.
• The opportunity to join a respected boutique financial planning firm where your contribution is recognised and where you can make a meaningful difference to clients' lives.

The Role

As a Paraplanner / Technical Analyst, you will play a pivotal role in supporting the Financial Planners by undertaking detailed research, analysing clients' financial circumstances and assisting in the creation of tailored financial planning solutions that deliver exceptional client outcomes.

Working closely with advisers and the wider team, you will help ensure the delivery of high-quality, compliant advice while contributing to a culture of continuous improvement, technical excellence and outstanding client service.

Key Responsibilities

Financial Analysis

• Conduct detailed analysis of clients' financial circumstances, including income, assets, liabilities and objectives.
• Utilise financial planning software to model scenarios and prepare financial projections.
• Analyse complex financial information and provide technical support to Financial Planners.

Research & Due Diligence

• Research investment products, funds and financial planning strategies.
• Keep up to date with industry developments, legislation and market trends.
• Support the advice process through thorough product and technical research.

Financial Planning Support

• Assist in the preparation of comprehensive financial plans and recommendations.
• Gather, review and assess client information and supporting documentation.
• Support advisers with technical analysis and report writing.
• Undertake administrative duties required to support the financial planning process.

This is an outstanding opportunity for an ambitious Paraplanner looking to join a boutique business that combines technical excellence with a genuinely client-focused approach. If you're seeking a role where you can continue to develop your career within a supportive and growing firm, we'd love to hear from you.

Apply today via NJR Recruitment, quoting the relevant reference number NJR16826

Please note: Due to the high volume of applications we receive, we may only be able to contact candidates whose experience closely matches the essential requirements of the role.