
Posted 10 days ago
Paraplanner
AI Summary
Supports Financial Planners by preparing client advice, conducting product research, producing suitability reports, and ensuring regulatory compliance for a growing wealth management firm.
About this role
Are you a Paraplanner looking for your next opportunity within a growing and ambitious wealth management business?
We are seeking a proactive and detail-oriented Paraplanner to join our established team in Kettering. This role offers the opportunity to work closely with Financial Planners, supporting the delivery of high-quality financial advice and helping clients achieve their financial goals.
We are open to applications from individuals who already have some paraplanning experience and are either Diploma qualified or actively working towards achieving their Level 4 Diploma in Regulated Financial Planning.
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