We’re recruiting on behalf of a forward-thinking and expanding financial planning firm in Northampton that is looking to strengthen its paraplanning function. This is a rare opportunity for an experienced and technically strong Senior Paraplanner to join a business with ambitious growth plans and a focus on delivering high-quality advice through a well-supported advisory team.
This is a non-client facing role, ideal for someone who enjoys technical work, values precision and quality, and wants to contribute to a high-performing paraplanning team.
The Role
As a Senior Paraplanner, you will support Financial Planners with in-depth research and the creation of high-quality suitability reports across pensions, investments, protection, and tax planning. You will also play a key role in reviewing and improving internal paraplanning processes, ensuring efficient workflows and a strong compliance framework.
This role suits someone who wants to be involved in building best practices, enjoys responsibility, and thrives in a technically focused environment.
Key Responsibilities
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Produce clear, accurate, and compliant suitability reports
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Conduct technical research across pensions, investments, and tax planning
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Collaborate with advisers and support staff to ensure a seamless advice process
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Review and improve internal paraplanning procedures and workflows
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Maintain up-to-date knowledge of financial products, tax regulations, and FCA rules
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Provide guidance and mentoring to junior paraplanners where appropriate
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Ensure all work meets internal standards and regulatory requirements
Requirements
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Diploma in Financial Planning (Level 4) – essential
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Advanced Diploma / Chartered (Level 6) – preferred or actively working towards
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Minimum of 3 years' experience in a paraplanning role
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Strong technical knowledge of pensions, investments, and taxation
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High level of accuracy and attention to detail
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Excellent written and verbal communication skills
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Proactive approach and willingness to contribute to continuous improvement
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Comfortable working in a non-client facing, technical role
What’s on Offer
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Salary of £45,000 – £52,000 depending on experience
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Hybrid working: 3 days in the Northampton office, 2 from home
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Opportunity to contribute to a growing and forward-thinking firm
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Support towards Advanced Diploma or Chartered status
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Modern systems and strong adviser-support infrastructure
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A collaborative and professional working environment with long-term career prospects
Apply Now
If you’re an experienced Senior Paraplanner seeking a technically focused role with genuine impact, apply today to find out more.