We are seeking a Paraplanner for our client in Tonbridge who is already undertaking complex & detailed suitability research & analysis, creates client reports, provides technical support and has the ambition & potential to grow into a senior paraplanning role whilst playing a key role in shaping our advice proposition.
Ideal candidate will have:
- Minimum 2 years’ experience as a Paraplanner working within an IFA practice.
- A solid understanding of pensions, investments, estate planning and protection.
- Experience of working on complex cases where HNW individuals are approaching or are in retirement.
- Familiarity with Transact, Aberdeen, Quilter and other investment platforms.
- Experience with cashflow modelling software and technical analysis support tools.
- A strong understanding of FCA regulatory requirements and compliance standards.
- Level 4 Diploma in Financial Planning.
Our ideal candidate will be:
- Committed to becoming a Chartered Paraplanner.
- Proactive, professional, self-motivated, highly organised, methodical, disciplined, with excellent attention to detail.
- Able to work well in a small, collaborative team and communicate clearly with advisers & colleagues. Specifically, not being afraid to challenge to ensure clients are getting the best outcome.
- Able to prioritise their workload effectively, manage multiple cases at different stages and willing to go the extra mile when needed.
- Happy to be office based, living within easy travelling distance.
What We Offer
- Salary range £45,000 (neg)
- Mentorship from the current Senior Paraplanner (Chartered with over 30 years of industry experience).
- The costs of training and exams to develop your career.
Qualified Paraplanner in Tonbridge employer: Cameron James Careers
Join a well-established independent insurance broker in Hull, where your expertise as a Commercial Account Handler will be genuinely valued. Enjoy a supportive work culture that promotes autonomy and professional growth, alongside a competitive salary and benefits package. With a focus on delivering high-quality client service, this role offers the chance to thrive in a dynamic environment while building strong relationships with both clients and insurers.
