We are currently recruiting for a Chartered Financial Planning practice in Tunbridge Wells who are looking to recruit a Paraplanner to join their team.

ROLE
To assist advisers in all aspects of providing advice to clients.

KEY FUNCTIONS & RESPONSIBILITIES

• 1. Product Research
• The technical and practical evaluation of products within the range specified in your personal job description; sharing product information with advisers and paraplanners.
• 2. Financial Planning
• To assist the development and implementation of a strategy that will enable a client to meet financial objectives.
• 3. Presentation Of Advice
• To prepare letters, reports and other documents as part of the advice process including reviews.
• 4. Meeting Preparation
• To help advisers prepare for client meetings including the preparation of all relevant paperwork.
• 5. Client Reviews
• To update client records, analyse progress and present information in accordance with our Annual Review Procedures.
• 6. Compliance
• To help ensure that all dealings with clients are in accordance with internal and regulatory guidelines.
• 7. Treating Customers Fairly
• To help ensure that we always deal with clients fairly.
• 8. System Development
• To assist in the development of systems and procedures in respect of all points above.
• 9. Special projects
• To assist with special projects at the request of the Partners

REQUIREMENTS

• Minimum of 2-3 years of experience as a technical paraplanner within the financial
• services industry.

Knowledge and experience of:

➢ personal financial planning
➢ pre and post retirement planning
➢ investment funds and asset allocation
➢ tax treatment of different fund types and product wrappers
➢ investment, pension and annuity products
➢ financial planning legislation
➢ tax legislation
➢ FCA compliance requirements

• Level 4 DipPFS preferable or working towards
• A good standard of English and Mathematics
• Communication skills – both verbal and written
• Experience of both bespoke and templated report writing
• Ability to obtain, assess and act on information
• Highly organised
• Excellent attention to detail
• Good working knowledge of Microsoft Office Word & Excel
• Previous experience of Defaqto, Select a Pension, FE Analytics and CashCalc an advantage
• Common sense approach to work
• Ability to work without supervision
• Take responsibility for own caseload
• Practical and logical decision making
• Willingness to contribute to the general administration and development of the firm