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- Tasks: Support Advisers by preparing high-quality financial planning reports and conducting detailed research.
- Company: Join a growing wealth management practice with a supportive culture in Tenterden.
- Benefits: Enjoy 25 days annual leave, private medical insurance, and a bonus scheme.
- Other info: Flexible working hours and opportunities for professional development available.
- Why this job: Make a real impact in clients' financial futures while advancing your career.
- Qualifications: Experience in financial planning or paraplanning; strong communication and detail-oriented skills.
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.
Benefits & Additional Information
- Hours: Monday to Friday, 9am–5pm
- Annual Leave: 25 days per annum. After 3 years’ service, an additional day per year is added (up to a maximum of 30 days)
- 8 bank holidays in addition
- Christmas Closure: Offices closed between Christmas and New Year (leave taken from annual allowance)
- Bonus Scheme: Participation in the annual employee bonus scheme
- Pension: Employer contribution of 4%
- Private Medical Insurance: Offered after 1 year’s service
- Cycle to Work Scheme
- Birthday Leave: Your birthday off after 1 year’s service (if it falls on a working day)
Paraplanner in Tenterden employer: GFHR Consulting Ltd
Contact Detail:
GFHR Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Tenterden
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at St. James’s Place or similar firms. A friendly chat can sometimes lead to job openings that aren’t even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and report-writing skills. Be ready to discuss how you’ve handled complex cases in the past and how you can support Advisers effectively. Practice makes perfect, so consider mock interviews with friends or mentors.
✨Tip Number 3
Showcase your attention to detail! During interviews, highlight specific examples where your meticulous nature has led to successful outcomes. This is crucial in paraplanning, so make sure they see how you can maintain high-quality standards.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for talented individuals who are passionate about financial planning and client service.
We think you need these skills to ace Paraplanner in Tenterden
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience as a Paraplanner. We want to see how your skills match the job description, so don’t be shy about showcasing your report-writing abilities and technical knowledge!
Show Off Your Attention to Detail: As a detail-focused role, it’s crucial to demonstrate your meticulousness in your application. Double-check for any typos or formatting issues, and ensure that your documents are clear and professional. We love a well-organised application!
Highlight Relevant Experience: If you’ve worked in a financial planning or paraplanning environment before, make sure to mention it! We’re looking for candidates who understand the regulated advice process, so share specific examples of your past work that align with this.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
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 good communicator but also well-versed in the details.
✨Showcase Your Report-Writing Skills
Since strong report-writing skills are essential for this role, prepare a few examples of your previous work. Be ready to discuss how you structure your reports and ensure they meet client objectives and regulatory requirements.
✨Demonstrate Organisational Skills
As a Paraplanner, you'll need to manage multiple cases effectively. During the interview, share specific strategies you use to stay organised and meet deadlines. This could include tools you use or methods you've developed over time.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to financial planning and how they support their Advisers. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.