Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our team as a Paraplanner, managing client files and preparing financial plans.
- Company: We're a friendly IFA practice focused on professional and caring financial advice.
- Benefits: Enjoy remote work options, a generous holiday package, and a wellbeing allowance.
- Why this job: Be part of a supportive team, build client relationships, and grow your financial expertise.
- Qualifications: Must have Diploma Level 4; experience with Intelliflo is a plus.
- Other info: Work hours are flexible, with a 10am start on Mondays and early finishes on Fridays.
The predicted salary is between 34000 - 50000 £ per year.
Job Description
Paraplanner
Kent
£40-50,000
Due to continued growth and success, this friendly professional and caring IFA practice is looking for an experienced Paraplanner to work alongside the Financial Planners taking full responsibility for preparation and maintenance of client files,preparation and implementation of recommendations and FinancialPlans (including cashflow forecasts), and ongoing reviews of client affairs. To keep up to date with technical issues, undertake necessary research and create and prepare technical suitability reports in line with recommendations.
Duties:
- Establish and build strong relationships with clients, attending client meetings when required. Provide a friendly and professional point of contact for clients and enquiries.
- Respond to client technical enquiries.
- Ensure completeness of client file/data gathering.
- Confirm risk profile and vulnerability assessments are determined and up to date.
- Check all compliance documentation is present and relevant compliance requirements have been adhered to to.
- Identify areas for planning.
- Carry out due diligence on products, investments, providers
- Carry out technical calculations.
- Attend client meetings when required
- Keep up to date with compliance changes and update templates.
- Ensure CPD requirements are met and maintain up-to-date training records.
- Other duties when required
Person criteria:
- Experienced and qualified "Career Paraplanner", minimum requirement Diploma Level 4
- Friendly team player
- Professional with excellent communication skills
- Comfortable attending client meetings
- Experience of Intelliflo or similar; able to learn a new system with ease
Additional information:
- Based in Sevenoaks – (after 3 months, 1 day per week working from home)
- Salary: £40-45k (diploma qualified), £45-50k (chartered)
- 9am-5pm (10am start on Monday, 4pm finish on a Friday)
- Standard workplace pension
- £500 wellbeing allowance
- 26 days holiday, plus bank holidays, plus birthday + 1 day extra at Christmas (office closed)
- Salary sacrifice (support if purchasing electric car)
- Study support (materials paid for, exam paid for, 1.5 days study leave)
- Recruitment process: 1 telephone conversation, 2 face-to-face interviews
Paraplanner employer: KFS Recruitment
Contact Detail:
KFS Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Make sure to familiarize yourself with the specific software mentioned in the job description, like Intelliflo. Being able to demonstrate your proficiency or willingness to learn new systems can set you apart from other candidates.
✨Tip Number 2
Highlight your experience in building strong client relationships. Prepare examples of how you've successfully managed client interactions in the past, as this role emphasizes a friendly and professional approach.
✨Tip Number 3
Stay updated on compliance changes and industry standards. Showing that you are proactive about your continuing professional development (CPD) will demonstrate your commitment to the role and the company.
✨Tip Number 4
Be ready to discuss your technical skills in preparing suitability reports and conducting due diligence. Having concrete examples of your past work in these areas will help you stand out during the interview process.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Paraplanner position. Understand the key responsibilities and required qualifications, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience as a Paraplanner or in similar roles. Mention specific tasks you've handled that align with the duties listed, such as preparing client files and conducting technical calculations.
Showcase Communication Skills: Since excellent communication skills are crucial for this role, provide examples in your application of how you've successfully interacted with clients or colleagues in a professional setting.
Tailor Your Cover Letter: Write a personalized cover letter that reflects your understanding of the company’s values and how you can contribute to their success. Mention your willingness to keep up with compliance changes and your commitment to ongoing professional development.
How to prepare for a job interview at KFS Recruitment
✨Know Your Technical Stuff
As a Paraplanner, you'll need to demonstrate your understanding of financial planning and compliance. Brush up on the latest regulations and be prepared to discuss how you would handle specific client scenarios.
✨Showcase Your Communication Skills
Since you'll be interacting with clients and Financial Planners, it's crucial to exhibit strong communication skills. Practice explaining complex financial concepts in simple terms, as this will be key during your interviews.
✨Prepare for Client Scenarios
Expect questions about how you would manage client relationships and handle inquiries. Think of examples from your past experience where you've successfully built rapport or resolved issues with clients.
✨Familiarize Yourself with Tools
If you have experience with Intelliflo or similar systems, be ready to discuss it. If not, show your willingness to learn new software quickly, as this is an important aspect of the role.
