Paraplanner

Paraplanner - Wanted - Immediate Start!

Northampton Based | Salary: £28,000 - £32,000

Permanent, Full-Time

Are you an experienced Paraplanner?

Regional Recruitment is currently working with a well-established financial services business in Northampton, who are looking to appoint a skilled Paraplanner to support their advisory team.

What''s on Offer:

• Competitive salary, dependent on experience
• Company pension
• Ongoing training and professional development support
• Potential for hybrid/flexible working (dependent on employer)
• Supportive and collaborative team environment
• Clear opportunities for career progression

Qualifications

Essential:

• Previous experience working as a Paraplanner or in a technical financial planning role
• Strong understanding of pensions, investments and protection products
• Experience producing suitability reports
• Good knowledge of FCA rules and financial planning processes
• Strong communication and organisational skills
• High attention to detail and accuracy

Desirable:

• Experience using financial planning tools and software 
• Experience working within an independent financial advice or wealth management environment

Roles & Responsibilities

• Produce suitability reports in line with FCA and regulatory requirements
• Carry out research across pensions, investments and protection products
• Support advisers with meeting prep and follow-up work
• Review client information to help shape suitable financial recommendations
• Contact providers to obtain policy details and valuations
• Keep client records accurate and up to date
• Assist with annual reviews and ongoing client servicing
• Ensure all work is completed in line with compliance standards
• Stay up to date with product changes and industry updates

Requirements

As a Paraplanner, you will also be expected to:

• Manage multiple cases and deadlines effectively
• Work accurately under pressure in a busy environment
• Build strong working relationships with advisers and clients
• Take a proactive approach to problem-solving and case management
• Deliver consistently high-quality, compliant work

About Regional Recruitment 

This position is being advertised by Regional Recruitment Ltd, an award-winning independent recruitment agency established in 2008. We specialise in permanent, temporary, and contract opportunities across the Commercial, Construction, Industrial, Technology, and Engineering sectors. 

If this Paraplanner role is right for you - Click to apply below.

To explore more roles available across the UK, please visit (url removed).