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- Tasks: Prepare high-quality reports and support financial advisers in delivering client-focused advice.
- Company: Join a growing wealth management practice with a supportive culture.
- Benefits: Exam support, study funding, and opportunities for career advancement.
- Other info: Dynamic role with opportunities to work independently and as part of a team.
- Why this job: Make a real impact in clients' financial futures while developing your skills.
- Qualifications: Experience in financial planning or paraplanning, strong communication, and attention to detail.
The predicted salary is between 35000 - 45000 ÂŁ per year.
Are you an organised and detail‑focused Paraplanner with strong technical and communication skills? Looking to take the next step in your career within a growing and supportive wealth management practice? We are recruiting for a Paraplanner on behalf of our client, a successful St. James’s Place Partner Practice, based in Tenterden. You will play a key role in supporting Advisers, helping to deliver high‑quality, compliant and client‑focused financial planning advice. This role would suit either a part‑qualified Paraplanner working towards Diploma level or an experienced Paraplanner with strong report‑writing skills.
The Role
- Preparing high‑quality suitability reports across investments, pensions, protection, retirement planning and inheritance tax planning
- Analysing client information and carrying out detailed technical research
- Structuring advice in line with client objectives, SJP propositions and FCA requirements
- Supporting Advisers with pre‑and post‑meeting preparation
- Producing cashflow modelling and planning illustrations where required
- Assisting with complex planning cases and technical queries
- Maintaining accurate client records, workflows and documentation using Salesforce
- Keeping up to date with regulatory, legislative and SJP proposition changes
We Are Looking for Someone Who:
- Has experience within a UK financial planning or paraplanning environment
- Demonstrates a strong understanding of the regulated advice process
- Has excellent written communication skills and a high level of attention to detail
- Can manage multiple cases and meet deadlines effectively
- Is confident working independently and as part of a team
- Handles sensitive client information with complete discretion
Desirable (but not essential):
- Experience writing suitability reports independently
- Strong pensions and retirement planning knowledge
- Experience within a St. James’s Place Partner Practice
- Experience using Salesforce or cashflow planning software
Qualifications
- Part‑qualified Paraplanner: Working towards Level 4 Diploma in Regulated Financial Planning (CII, CISI or equivalent)
- Experienced Paraplanner: Diploma‑qualified or able to demonstrate substantial paraplanning experience
- Exam support and study funding are available where required.
Paraplanner in Kent employer: GFHR Consulting Ltd
Contact Detail:
GFHR Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Kent
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work at St. James’s Place or similar firms. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and report-writing skills. We recommend practising common interview questions related to paraplanning and having examples ready that showcase your attention to detail.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a thank-you email to express your appreciation and reiterate your interest in the role. It shows you’re keen and professional.
✨Tip Number 4
Apply through our website for the best chance of landing that Paraplanner role! We make it easy for you to showcase your skills and experience directly to employers looking for talent like yours.
We think you need these skills to ace Paraplanner in Kent
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience in financial planning and any relevant qualifications, as this will show us you’re a great fit for our team.
Show Off Your Skills: We want to see your strong written communication skills in action! Use clear and concise language in your application, and don’t forget to mention your attention to detail – it’s key for this role.
Be Specific About Your Experience: When detailing your past roles, focus on specific tasks that relate to the responsibilities of a Paraplanner. Mention any experience with suitability reports or client management systems like Salesforce to catch our eye.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at GFHR Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning, especially around investments, pensions, and inheritance tax. Being able to discuss these topics confidently will show that you're not just a Paraplanner, but a knowledgeable one.
✨Showcase Your Communication Skills
Since strong communication is key in this role, prepare to demonstrate how you can convey complex information clearly. You might want to bring examples of reports you've written or explain how you've communicated with clients in the past.
✨Be Organised
As a Paraplanner, you'll need to manage multiple cases. Bring a planner or digital tool to the interview to show how you keep track of your tasks and deadlines. This will highlight your organisational skills and ability to handle pressure.
✨Familiarise Yourself with Salesforce
If you have experience using Salesforce, be ready to discuss it. If not, do a bit of research on how it works and its relevance in managing client records. Showing that you're proactive about learning new tools can set you apart from other candidates.