I have a superb opportunity for an experienced Paraplanner in the Tunbridge Wells area to join a growing financial planning firm that offers hybrid working and a fantastic working environment with excellent career opportunities.
They are looking for an individual who ideally holds their Level 4 diploma and has experience as a Paraplanner, as you will be supporting experienced financial planners and assisting them with a range of cases.
Your role will include but will not be limited to:
* Assisting Financial Planners in formulating advice for clients, providing technical support and guidance where appropriate
* Reviewing client objectives to ensure they are clear, concise, and achievable based on the client's financial circumstances
* Researching and analyzing investment funds and financial products, considering client objectives
* Conducting fund research
* Preparing Financial Plans that outline the client's current position, desired goals, and the steps to achieve them
* Preparing fund switch and encashment letters according to advice provided
* Obtaining applications, key features documents, factsheets, illustrations, and product comparison quotes from appropriate sources
* Liaising with Product Providers and Third Parties regarding technical queries
The ideal candidate will:
* Hold a Level 4 diploma
* Have a good understanding of the Financial Planning process
* Possess strong interpersonal and communication skills, both written and verbal
* Provide excellent customer service to advisers and clients
* Demonstrate excellent planning and organizational skills
* Work effectively to deadlines
* Show accuracy and attention to detail to meet role demands
This is a unique opportunity for a Paraplanner in the Tunbridge Wells area to join a firm offering hybrid working, comprehensive training and development, and a friendly, relaxed environment.
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