At a Glance
- Tasks: Support financial advisers with research, report writing, and case preparation.
- Company: Join a forward-thinking financial planning firm in Tonbridge.
- Benefits: Competitive salary, career development, and a collaborative work environment.
- Other info: Office-based role with opportunities for growth in a supportive team.
- Why this job: Make a meaningful impact while helping clients achieve their financial goals.
- Qualifications: 2+ years as a Paraplanner and Level 4 Diploma in Financial Planning.
The predicted salary is between 35000 - 45000 £ per year.
Join a forward-thinking financial planning firm where your expertise will help shape exceptional client outcomes. We are seeking a proactive and detail-oriented career Paraplanner to join a growing team within an established IFA company. This is an exciting opportunity for an experienced professional who is passionate about financial planning and committed to delivering high-quality support to advisers and clients alike. You will play a key role in supporting the advice process through technical research, report writing, and case preparation, helping ensure clients receive outstanding financial planning solutions.
About the Role
As a Paraplanner, you will work closely with advisers to provide technical and analytical support across a range of financial planning areas, including pensions, investments, estate planning, and protection. This role would suit someone who thrives in a collaborative environment, takes pride in producing accurate and compliant work, and enjoys contributing to positive client outcomes.
Key Responsibilities
- Conduct financial research and analysis to support client recommendations
- Prepare suitability reports and technical documentation
- Assist advisers with pensions, investments, protection, and retirement planning cases
- Ensure all work meets FCA compliance standards and internal procedures
- Liaise with providers and platforms including Transact, Aberdeen, Quilter, and others
- Manage multiple client cases efficiently and accurately
- Support the delivery of an exceptional client experience throughout the advice journey
Essential Skills & Experience
- Minimum 2 years’ experience as a Paraplanner within an IFA practice
- Strong technical knowledge of pensions, investments, estate planning, and protection
- Experience supporting advisers through retirement and financial planning cases
- Excellent understanding of FCA regulations and compliance standards
- Level 4 Diploma in Financial Planning
- Strong report-writing and analytical skills
- Highly organised with excellent attention to detail
- Familiarity with the following would be advantageous: Fincalc, Adviser Asset, Assureweb, FE Analytics, Transact, Standard life, Aviva.
Personal Attributes
- Professional, self-motivated, and client-focused
- Strong communication and interpersonal skills
- Able to work independently as well as collaboratively within a team
- Comfortable managing multiple priorities and deadlines
- Positive attitude with a willingness to go the extra mile
- Office-based and within reasonable travelling distance of Tonbridge (TN11)
Additional information
- Salary £35-45K per annum
- Hours of work: 9.00am – 5.00pm Monday to Friday
- Opportunity to join a supportive and ambitious firm
- A collaborative and professional working environment
- Career development and progression opportunities
- The chance to make a meaningful impact within a growing business
If you are an experienced Paraplanner looking to take the next step in your career with a respected and growing financial planning firm, we would love to hear from you.
Paraplanner in Tonbridge employer: Your Resourcing Partner Limited
Join a dynamic financial planning firm in Tonbridge that values collaboration and professional growth. As a Paraplanner, you will benefit from a supportive work culture that prioritises high-quality client outcomes and offers ample opportunities for career development. With a focus on compliance and excellence, this is an ideal environment for those looking to make a meaningful impact in the financial sector.
Contact Details:
Your Resourcing Partner Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Tonbridge
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and join relevant online groups. You never know who might have the inside scoop on a Paraplanner role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss pensions, investments, and compliance standards. We want you to shine when you talk about how you can support advisers and clients!
✨Tip Number 3
Showcase your skills with a portfolio! If you’ve got examples of reports or case studies you’ve worked on, bring them along to interviews. This will help demonstrate your analytical abilities and attention to detail.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and eager to join our team.
We think you need these skills to ace Paraplanner in Tonbridge
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your technical knowledge of pensions, investments, and compliance standards to show us you're the right fit for our team.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about financial planning. Share specific examples of how you've supported advisers and contributed to positive client outcomes in your previous roles.
Showcase Your Attention to Detail:As a Paraplanner, accuracy is key! Make sure your application is free from typos and errors. This will demonstrate your commitment to producing compliant work and your ability to manage multiple priorities effectively.
Apply Through Our Website:We encourage you to apply directly through our website. This way, we can easily track your application and ensure it gets the attention it deserves. Plus, it shows us you're keen to join our forward-thinking firm!
How to prepare for a job interview at Your Resourcing Partner Limited
✨Know Your Stuff
Make sure you brush up on your technical knowledge of pensions, investments, and estate planning. Be ready to discuss specific cases you've worked on and how you supported advisers in the past. This will show that you're not just familiar with the concepts but can apply them effectively.
✨Showcase Your Report-Writing Skills
Since report writing is a key part of the Paraplanner role, prepare to share examples of suitability reports or technical documentation you've created. Highlight your attention to detail and how your reports have contributed to positive client outcomes.
✨Familiarise Yourself with Compliance Standards
Understanding FCA regulations is crucial for this role. Be prepared to discuss how you've ensured compliance in your previous work. You might even want to bring up any specific experiences where you navigated complex compliance issues successfully.
✨Demonstrate Your Team Spirit
This role requires collaboration with advisers and other team members. Think of examples where you've worked well in a team setting, managed multiple priorities, and contributed to a positive working environment. A positive attitude goes a long way!
