At a Glance
- Tasks: Conduct detailed research and create client reports while supporting financial advisers.
- Company: Dynamic financial services firm in Tonbridge with a focus on growth.
- Benefits: Competitive salary, professional development, and potential for career advancement.
- Other info: Join a supportive team dedicated to delivering the best outcomes for clients.
- Why this job: Shape financial advice and grow into a senior role in a collaborative environment.
- Qualifications: 2+ years as a Paraplanner with a Level 4 Diploma in Financial Planning.
The predicted salary is between 38250 - 46750 £ per year.
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.
Qualified Paraplanner in Kent employer: Cameron James
Join a dynamic project-driven business as the Head of Finance, where you will lead a talented team and play a pivotal role in shaping financial strategies. Our supportive work culture fosters collaboration and innovation, offering ample opportunities for professional growth and development. Located in a vibrant area, we provide competitive salaries and a range of benefits that make us an exceptional employer for those seeking meaningful and rewarding careers.
