Paraplanner - Chartered Firm - Hybrid Role - Salary up to £50,000 - Northampton

? Join a Chartered Financial Planning Firm Where Your Expertise Matters

We’re looking for a qualified Paraplanner to join our well-respected team based in Moulton Park, Northampton. This is a rare opportunity to work closely with Directors and Advisers in a truly collaborative environment, offering long-term development, technical exposure, and real impact with some of our most HNW clients.

?? Position Details
Location: Moulton Park, Northampton
Salary: Attractive and based on experience
Work Model: Office-based with potential flexibility
Reporting to: Business Manager
Hours:

• Monday - Thursday: 09:00 - 17:00

• Friday: 09:00 - 16:00

• Flexibility required to meet business needs

??What You'll Be Doing
As Paraplanner, you’ll provide essential support in delivering complex financial advice. Responsibilities include:

• Managing and liaising with HNW clients on technical matters

• Preparing cash flow forecasts and retirement income plans

• Conducting in-depth research and producing suitability reports

• Maintaining and reviewing technical templates and tools

• Responding to client and internal technical queries

• Delivering internal training and ensuring team compliance with changing regulations

• Designing spreadsheets/tools for investment analysis

• Optional client-facing responsibilities: fact-find updates and annual reviews

?? What We’re Looking For
Essential:

• Level 4 Diploma in Regulated Financial Planning

• 1+ years qualified paraplanning experience

• Strong technical knowledge in pensions, investments, and taxation

• Clear and professional communication skills

• Proficient in Word, Excel, Outlook

Desirable:

• Chartered status (or working towards it)

• AF1, AF7, AF8 or equivalent qualifications

• Knowledge of SSASs, SIPPs, Drawdown, BPR/EIS, and Trusts

Personal Attributes

• Detail-focused with a structured, methodical approach

• Conscientious, accurate, and client-outcome driven

• Professional, friendly, and a team player

• Capable of handling competing deadlines under own initiative

Benefits Package

• 25+ days annual leave (20 + 4 at Christmas + bank holidays)

• Option to buy additional holidays

• Matched pension contributions up to 7%

• Exam support and paid study time

• Death in Service cover

• Health Cash Plan & Critical Illness Cover

• Early Friday finish at 4pm

• Development in a Chartered firm committed to excellence

Paraplanner, IFA, Report Writing, Research & Analysis, Financial Planning, Wealth Management, Financial Services.