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# Paraplanner / Technical Analyst in Kettering

- **Company:** Energy Jobline
- **Location:** Kettering, OH, United States
- **Salary:** $45,000.0
- **Contract:** Permanent contract
- **Skills:** Financial Software, Software Tools
- **Published:** July 19, 2026
- **Apply:** https://www.energyjobline.com/job/paraplanner-technical-analyst-kettering-31189620

## About the Role

* Previous experience in a Paraplanning or similar technical financial planning role.
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 * A minimum Diploma in Financial Planning.
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 * Advanced Diploma, Chartered Financial Planner or CFP qualifications would be advantageous.
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 * Strong technical knowledge of financial planning, investments and industry regulations.
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 * Experience using financial planning software and research tools.
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 * Excellent analytical and problem-solving skills.
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 * Outstanding organisational skills with exceptional attention to detail.
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 * Strong written and verbal communication skills.
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 * The ability to work independently while collaborating effectively within a close-knit team.
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 * A genuine passion for financial planning and helping clients achieve their long-term financial goals.
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## Description

As a Paraplanner / Technical Analyst, you will play a pivotal role in supporting the Financial Planners by undertaking detailed research, analysing clients' financial circumstances and assisting in the creation of tailored financial planning solutions that deliver exceptional client outcomes.

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Working closely with advisers and the wider team, you will help ensure the delivery of high-quality, compliant advice while contributing to a culture of continuous improvement, technical excellence and outstanding client service.


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