Pension Paraplanner in Kent, Tonbridge

Job Description 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.