Qualified Paraplanner

We are seeking a Paraplanner for our client in Tonbridge who is already undertaking complex & detailed suitability research & analysis, creates client reports, provides technical support and has the ambition & potential to grow into a senior paraplanning role whilst playing a key role in shaping our advice proposition.

Ideal candidate will have:

• Minimum 2 years’ experience as a Paraplanner working within an IFA practice.
• A solid understanding of pensions, investments, estate planning and protection.
• Experience of working on complex cases where HNW individuals are approaching or are in retirement.
• Familiarity with Transact, Aberdeen, Quilter and other investment platforms.
• Experience with cashflow modelling software and technical analysis support tools.
• A strong understanding of FCA regulatory requirements and compliance standards.
• Level 4 Diploma in Financial Planning.

Our ideal candidate will be:

• Committed to becoming a Chartered Paraplanner.
• Proactive, professional, self-motivated, highly organised, methodical, disciplined, with excellent attention to detail.
• Able to work well in a small, collaborative team and communicate clearly with advisers & colleagues. Specifically, not being afraid to challenge to ensure clients are getting the best outcome.
• Able to prioritise their workload effectively, manage multiple cases at different stages and willing to go the extra mile when needed.
• Happy to be office based, living within easy travelling distance.

What We Offer

• Salary range £45,000 (neg)
• Mentorship from the current Senior Paraplanner (Chartered with over 30 years of industry experience).
• The costs of training and exams to develop your career.