root2 recruitment
30 Sep 2017
03 Nov 2017
Contract Type
Full Time

An exciting opportunity has arisen for an Experienced paraplanner to join a dynamic family owned Financial firm

Are you an experienced Paraplanner looking for your next challenge? Do you want to be part of a growing company and for your efforts to be recognised?

The Company

A friendly family owned IFA firm offering a wide range of financial services. Our client has a wealth of knowledge and experience behind them and they pride themselves on offering an exceptional personal service to their clients.

The Position

To provide a professional level of Paraplanning support to the business, reporting mainly to the MD as well as the company's team of advisers.

Role responsibilities will include:

  • Taking responsibility for personal paraplanning administrative duties making sure that arrangements are compliant with FSA Regulations
  • Assisting the MD in drawing up templates for company report writing procedures which are easy to understand and use and are compliant within FSA Guidelines.
  • Ensuring that all relevant "money laundering/proceeds of crime" checks are made in relation to your area, making the MD aware of any concerns as soon as practicable.
  • Keeping up to date with legislative changes, attending seminars, briefings and meeting with broker consultants relevant to the Paraplanning role.

Benefits will include:

  • Salary Circa £40k depending on experience.
  • 25 days' annual leave, plus bank holidays.

The person

The successful team player will have worked within an IFA or wealth Management environment as a paraplanner. This is a busy role and would suit a confident and proactive professional. Having a "can do" working style would complement this role greatly. You will be hardworking, organised and be able to manage your work load efficiently and effectively.

Knowledge, Skills & Experience required

  • Completed Diploma in Financial Planning
  • Previous experience of Paraplanning within a financial services organisation
  • Excellent attention to detail and accuracy
  • Excellent communication skills.


  • The role will be based at their Kettering offices

Key Words: Paraplanner, Financial, Kettering, Northamptonshire, Corby, Wellingborough, Northampton,

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