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For Companies At a Glance
- Tasks: Join a dynamic team as a Paraplanner, preparing reports and conducting financial analysis.
- Company: KHR is a leading recruitment agency helping you find your dream job in finance.
- Benefits: Enjoy a competitive salary, hybrid working model, and ongoing professional development.
- Why this job: Be part of a supportive team while making a real impact in financial planning.
- Qualifications: Minimum 2 years' experience in paraplanning and Level 4 Diploma in Financial Planning required.
- Other info: Submit a well-formatted CV and join our talent pool for future opportunities.
The predicted salary is between 28000 - 34000 £ per year.
Let KHR help you find the perfect job candidate
Paraplanner
Location: Tunbridge Wells, Kent
Working hours: Monday to Friday, 9am – 5pm
Salary: £33,000 – £42,500 per annum (DOE and qualification)
Position Overview
KHR is working with a successful financial planning firm based in the heart of Tunbridge Wells, seeking a highly organised and efficient Paraplanner to join their team.
Responsibilities
- Prepare suitability reports across pensions, investments, protection, and tax planning
- Develop cash flow projections and perform financial analysis
- Conduct research on financial products and providers
- Liaise with financial advisers to understand client objectives and tailor recommendations
- Maintain accurate client records and ensure documentation compliance
- Assist with technical queries and complex case analysis
- Support the development of planning strategies and financial forecasts
- Stay updated with regulatory changes, industry developments, and financial planning tools
Candidate Profile
- Minimum 2 years’ experience in a paraplanning role
- Level 4 Diploma in Financial Planning or working towards it
- Strong knowledge of pensions, investments, protection, and taxation
- Excellent report writing and communication skills
- Proficiency with financial planning software and Microsoft Office
- Highly organised with strong attention to detail
What’s On Offer
- Competitive salary (£33,000 – £42,500) based on experience
- Hybrid working model: 3 days in-office, 2 days remote
- Ongoing professional development through the firm’s Academy
- Company pension scheme
- Annual leave with the option to purchase up to 5 additional days
- Supportive and collaborative team environment
Additional Information
Please ensure your CV is well-formatted, free of errors, and up-to-date before applying. You may include a cover letter or a preface page to highlight relevant skills or experience. For CVs with heavy graphics, please submit a clean Word copy.
KH Recruitment Ltd acts as an Employment Agency for this vacancy. Follow us online for job alerts, industry updates, and market insights.
Join our talent pool to be among the first considered for future opportunities. We understand the importance of the right team fit, work ethic, and skill set.
Testimonials:
- \”KHR was extremely helpful throughout the recruitment process, keeping me updated and answering all my queries.\”
- \”I handed in my notice today, ready for my new role. Thank you for your support.\”
- \”I highly recommend KHR for their thorough understanding of skills and personality fit.\”
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Paraplanner employer: KHR - Recruitment Specialists
Contact Detail:
KHR - Recruitment Specialists Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local events or webinars to connect with potential colleagues and employers, which can give you insights into the role and company culture.
✨Tip Number 2
Familiarise yourself with the latest financial planning tools and software. Being proficient in these can set you apart from other candidates and show your commitment to staying updated in the field.
✨Tip Number 3
Prepare for potential interviews by practising common paraplanning scenarios. This will help you articulate your thought process and demonstrate your problem-solving skills effectively.
✨Tip Number 4
Research KHR and the financial planning firm thoroughly. Understanding their values, services, and recent developments will allow you to tailor your discussions and show genuine interest during the application process.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in paraplanning, particularly your knowledge of pensions, investments, protection, and taxation. Use specific examples to demonstrate your skills and achievements.
Craft a Compelling Cover Letter: Write a cover letter that addresses the key responsibilities of the Paraplanner role. Explain how your background aligns with the company's needs and express your enthusiasm for the position.
Highlight Relevant Qualifications: Clearly state your Level 4 Diploma in Financial Planning or any progress towards it. Mention any additional qualifications or training that may be relevant to the role.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter to ensure they are free of errors. A well-formatted and error-free application reflects your attention to detail, which is crucial for a Paraplanner.
How to prepare for a job interview at KHR - Recruitment Specialists
✨Know Your Financial Products
Make sure you have a solid understanding of pensions, investments, protection, and taxation. Be prepared to discuss these topics in detail, as they are crucial for the Paraplanner role.
✨Showcase Your Report Writing Skills
Since report writing is a key responsibility, bring examples of your previous work or be ready to discuss how you approach writing suitability reports. Clear communication is essential.
✨Demonstrate Organisational Skills
Highlight your ability to manage multiple tasks and maintain accurate client records. You might want to share specific examples of how you've successfully organised your workload in past roles.
✨Stay Updated with Industry Changes
Research recent regulatory changes and industry developments before the interview. Showing that you are proactive about staying informed will impress potential employers.
