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Paraplanner
Job Posted: a month ago
Salary: £ Competitive
Job Type: Permanent
Location: Tenterden, Kent
Expire in: 2 days
Job Description
Our client, a leading Financial Advisor is seeking a Paraplanner to join their team on a full-time, permanent basis.
Due to an exciting period within the business our client is looking for a Paraplanner with a minimum of 3 years’ experience to join their team, working closely with and supporting Adviser’s to ensure high-quality, compliant advice is given.
Due to the location of the office candidates will be required to drive / have access to their own vehicle.
Key Responsibilities:
* Prepare high-quality suitability reports across investments, pensions, protection and retirement planning
* Conduct technical research based on client information
* Produce cashflow modelling and planning illustrations for clients
* Support Adviser’s with pre- and post-meeting preparations
* Ensure a high-level of communication is maintained with clients at all times
* Support Adviser’s with administrative tasks, ensuring a high-level of accuracy and attention to detail at all times
Key Experience:
* Minimum of 3 years’ experience as a Paraplanner, supporting IFAs in a regulated environment
* Qualifications are advantageous although candidates who are not fully-qualified will be considered also
* Used to working both independently and as part of a team, working in a fast-paced environment whilst maintaining accuracy and attention to detail at all times
* Experience writing suitability reports
* Good understanding of the regulated advice process
This is an excellent opportunity for a Paraplanner to join a thriving business who are leaders within their field.
You will be working with and supporting a knowledgeable team of Advisers, working closely with clients and third parties throughout the process.
CVs are being reviewed, so please apply now for immediate considerationBefore You Apply
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Looking for your next career move? Join a top company hiring Paraplanner job near me in Tenterden, Kent! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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