Paraplanner

3 weeks ago

Maidstone, United Kingdom Tate Recruitment Full time

Paraplanner

Salary : Up to £45k Basic DOE, OTE £55k with Bonus and benefits.

Location : Maidstone, onsite during probation then hybrid working.


Are you looking for your next Paraplanner opportunity? If so, we are recruiting for this family-run wealth management company that has been trading for over 200 years We are looking for a highly experienced Paraplanner to join our client’s busy office in Maidstone.


Are you a forward-thinking Paraplanner who would like to join a fully supported team working in an excellent environment in the southeast of the UK?


This is a demanding and challenging role as Paraplanner and a great opportunity for someone wanting to develop and further their career in a strong, secure, dynamic environment.


Role and Responsibilities of Paraplanner:

You will work closely with our qualified advisers to ensure the smooth running of the team and provide excellent service to our clients.

The role includes but is not limited to:

  • Liaising with clients as required by the Financial Planner. Assisting with enquiries in a timely manner and in adherence to our TCF requirements.
  • Obtaining and analysing technical information from providers.
  • Conducting technical research and interpreting the results in report format.
  • Creating accurate cash flow planning analysis in line with client objectives.
  • Preparation of suitability reports ensuring a high level of accuracy and care.
  • Assisting with administration for the team as needed.
  • Keeping up to date with all relevant product, legislative, and technical changes.

As Paraplanner you will need to have:

Due to the nature of the role and the industry, we are looking for someone with:

  • Prior experience as a Paraplanner (2+ years).
  • Excellent technical knowledge.
  • Exceptional organisational skills and ability to work well under pressure.
  • Excellent communication skills, both written and verbal.
  • A strong work ethic and a flexible attitude.
  • A high level of accuracy.
  • Experience working with Microsoft Word, Excel, and Outlook.
  • Knowledge of industry-specific software systems.
  • A desire to continue your development and obtain Chartered status.
  • Full Level 4 Diploma in Regulated Financial Planning as a minimum.

Benefits:

  • 25 days holiday + bank holidays.
  • Further study support.
  • Discretionary performance-linked quarterly bonus.
  • Company pension.
  • Free on-site secure parking.

Working Hours:

  • Monday to Friday 9-5 pm

Education:

  • Diploma of Higher Education (required)

Experience:

  • Paraplanning: 2 years (required)


If you are ready to take the next step in your career and join a reputable and historic wealth management company, we would love to hear from you Apply today to become part of a dedicated team committed to excellence.

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