Paraplanner

Paraplanner

Location - Whitstable (CT5)

Salary - £30,000 to £40,000 (DoE)

Hours - Full-Time

We are a Senior SJP Partner Practice in Whitstable looking to appoint an experienced Paraplanner to join our growing team.

Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.
You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions.
You will be responsible for producing compliant financial planning reports for two Financial Planners to present to our clients.

As our Paraplanner, you will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative reports and liaising with the Administration team to ensure business is accurately processed and systems are correctly updated.

You will always strive to produce well thought out and meaningful presentations and reports that demonstrate your attention to detail and understanding of the Clients' needs.