Paraplanner - Maidstone

Posted 28 May by Financial Divisions

Paraplanner - full study support and good beenfits

We are currently recruiting for a highly successful firm of Chartered Financial Planners based in Maidstone. They have been established for over ten years and have created a reputation for providing a true holistic financial planning service to their loyal clients. Working predominantly but not exclusively with HNW and UHNW clients, ranging from business owners through to clients at retirement and those now in retirement. They gain a large number of referrals from existing clients, but also have a steadily increasing flow of business from a wide range of local professional introducers.

Due to a recent promotion, they are now looking for a Paraplanner to join a well-established team of ten support staff, which is made up of a mixture of qualified Paraplanners and Senior Administrators, through to more junior staff. The team provides very close support to the firms Advisors and their professional input is always welcome, when looking at solutions to client’s needs.

The role of the Paraplanner will involve working across the whole of market, conducting tailored technical research into products that will be relevant to the clients individual needs. You will attend client meetings with the Adviser, taking comprehensive notes, then preparing bespoke suitability reports, based on your research. You will be working across a broad range of products including pensions, investments, protection, IHT, CGT and trusts. In addition they conduct regular reviews of client portfolios, so you will take an active part in the re-balancing of these and undertake detailed investment research. They also use Voyant for cashflow modelling, so previous experience of this would be beneficial, but not essential as full training will be given.

Ideally you will have at least 2 years previous Paraplanning expereince and be Diploma Qualified or a couple of exams off, with the intention of qualifying and full study support will be provided if you wish to then obtain your Chartered status. This is an excellent move for someone that is looking for a supportive firm, that will build on your current skills set and enhance your wider technical knowledge.

Initial interviews via Zoom will be held in next week, so your early application is desirable .

Required skills

  • Financial Planning
  • Financial Services
  • Investments
  • Paraplanning
  • Pension Administration

Application question

Do you have Paraplanning experience in the UK?

Reference: 40434077

Bank or payment details should never be provided when applying for a job. For information on how to stay safe in your job search, visit SAFERjobs.

Report this job