At a Glance
- Tasks: Prepare high-quality reports and support Financial Advisers in a dynamic financial planning environment.
- Company: A successful and growing financial planning practice in Kent.
- Benefits: Exam funding, private medical insurance, annual bonus, and clear progression opportunities.
- Other info: Opportunity for career growth in a collaborative and innovative setting.
- Why this job: Join a supportive team and develop your technical skills while making a real impact.
- Qualifications: Experience in Paraplanning or financial planning with strong report-writing skills.
The predicted salary is between 40500 - 49500 £ per year.
The Opportunity We are working with a successful and growing financial planning practice in Kent who are looking for a
Paraplanner to join their team and provide high-quality technical and report-writing support to their Financial Advisers.
- Exam funding and study support
- Clear progression opportunities
- Private medical insurance
- annual bonus scheme
This role would suit either a part-qualified Paraplanner working towards their Level 4 Diploma or an experienced Paraplanner looking to develop their technical skills and career within a supportive environment.
The Role
As a Paraplanner, your responsibilities will include
- Preparing high-quality suitability reports across investments, pensions, protection, retirement planning and inheritance tax planning.
- Analysing client information and carrying out technical research.
- Structuring advice in line with client objectives and regulatory requirements.
- Supporting Advisers with pre- and post-client meeting preparation.
- Assisting with complex financial planning cases and technical queries.
- Producing cashflow modelling and financial planning illustrations where appropriate.
- Maintaining accurate client records and workflows using Salesforce.
You will ideally have
- Previous experience in a Paraplanning or financial planning environment.
- A good understanding of the regulated financial advice process.
- Strong report-writing and written communication skills.
- Excellent attention to detail and accuracy.
- The ability to manage multiple cases and deadlines.
- Experience using Salesforce or a similar CRM system.
Exam funding and study support is available for the right candidate.
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Paraplanner employer: Dynamite Recruitment Solutions Ltd
Join a dynamic and rapidly growing mechanical and construction fit-out company based in Central London, where your expertise as a Mechanical Project Manager will be valued and rewarded. With a strong focus on career development, competitive salary increases, and a vibrant work culture that includes team outings and social events, this employer offers a supportive environment for professional growth. Be part of a team dedicated to delivering exceptional service in the HVAC industry while enjoying the benefits of a performance-based bonus and increasing holiday allowance.
Contact Details:
Dynamite Recruitment Solutions Ltd Recruitment Team
