We are currently recruiting for a Chartered Financial Planning practice in Tunbridge Wells who are looking to recruit a Paraplanner to join their team.
ROLE
To assist advisers in all aspects of providing advice to clients.
KEY FUNCTIONS & RESPONSIBILITIES
1. Product Research
The technical and practical evaluation of products within the range specified in your personal job description; sharing product information with advisers and paraplanners.
2. Financial Planning
To assist the development and implementation of a strategy that will enable a client to meet financial objectives.
3. Presentation Of Advice
To prepare letters, reports and other documents as part of the advice process including reviews.
4. Meeting Preparation
To help advisers prepare for client meetings including the preparation of all relevant paperwork.
5. Client Reviews
To update client records, analyse progress and present information in accordance with our Annual Review Procedures.
6. Compliance
To help ensure that all dealings with clients are in accordance with internal and regulatory guidelines.
7. Treating Customers Fairly
To help ensure that we always deal with clients fairly.
8. System Development
To assist in the development of systems and procedures in respect of all points above.
9. Special projects
To assist with special projects at the request of the Partners
REQUIREMENTS
Minimum of 2-3 years of experience as a technical paraplanner within the financial
services industry.
Knowledge and experience of:
➢ personal financial planning
➢ pre and post retirement planning
➢ investment funds and asset allocation
➢ tax treatment of different fund types and product wrappers
➢ investment, pension and annuity products
➢ financial planning legislation
➢ tax legislation
➢ FCA compliance requirements
Level 4 DipPFS preferable or working towards
A good standard of English and Mathematics
Communication skills – both verbal and written
Experience of both bespoke and templated report writing
Ability to obtain, assess and act on information
Highly organised
Excellent attention to detail
Good working knowledge of Microsoft Office Word & Excel
Previous experience of Defaqto, Select a Pension, FE Analytics and CashCalc an advantage
Common sense approach to work
Ability to work without supervision
Take responsibility for own caseload
Practical and logical decision making
Willingness to contribute to the general administration and development of the firm 
