Our client is looking for an experienced Paraplanner to join their expanding team based in Ashford, Kent. You will be working alongside a supportive, experienced group of paraplanners who take pride in providing a great service to their clients. This will be a hybrid working role in Kent, with a competitive salary on offer.
Paraplanner - Responsibilities:
* Preparation of suitability letters covering investments, pensions, inheritance tax and protection - delivering accurate, well-drafted and compliant advice
* Undertaking research to reach conclusions and recommendations for clients
* Assisting and supporting the head of department and directors as and when required
* Working within and contributing to the paraplanning team and their processes, helping to develop these further
* Embed change, review, and feedback
* Preparing cash flow planning forecasts
* Involvement in the company’s research processes as required
* Providing technical resources and research to the adviser and management team
* Working with the sales support and adviser to achieve good client outcomes
* Working with compliance to continually improve procedures and ensure advice and client files meet FCA standards
* Keep up to date with legislative and industry changes that will affect the business and its clients
Paraplanner - Experience:
* Level 4 Diploma in Financial Planning / Regulated Financial Planning or equivalent, or near completion of
* Previous paraplanning experience
* Good knowledge of investment products, taxation and pensions
* Strong analytical, research and report writing skills
* Initiative and problem solving
* Excellent attention to detail
* Able to prioritise and plan own workload
* Excellent communication and interpersonal skills, both written and verbal.