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Permanent

Paraplanner

Tenterden
money-bag 10000-500000 Annual
3109952932
Posted 6 days ago

ParaplannerTenterden, KentPermanent - Onsite - Monday to Friday, 9:00 am - 5:00 pm.Salary: £ competitive salary depending on experience.Benefits: 25 days per annum + 8 Bank Holidays, additional leave after 3 years service, Birthday Off as an extra day, Xmas Close, Annual Bonus Scheme, Pension, Private Medical Healthcare and Parking, Exam support and study funding available where required Are you a motivated Paraplanner eager to support a team of dedicated Advisers in delivering top-notch, compliant, and client-focused financial planning solutions? If you''re ready to make a significant impact in a dynamic financial institution we want to hear from you!About the Role:We are seeking a proactive individual to join our team as a Paraplanner. This position is ideal for either a part-qualified Paraplanner progressing towards Diploma level or an experienced Paraplanner with a robust background in technical and report-writing expertise.Key Responsibilities:Crafting high-quality suitability reports covering investments, pensions, protection, retirement planning, and inheritance tax planning.Analysing client information and conducting comprehensive technical research.Structuring advice that aligns with client objectives and adheres to FCA requirements.Maintaining precise client records and workflows using Salesforce.Producing cash flow modelling and planning illustrations when necessary.Assisting Advisers with pre and post meeting preparations.Collaborating on complex planning cases a

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