Paraplanner

Paraplanner
30k- 40k DOE
Maidstone
Mon-Fri- Hybrid
Perm
My exclusive client based in Maidstone are looking to recruit an experienced Paraplanner to join their team on a full time perm basis due to growth. They are a business that has that close knit feel, supportive and very collaborative. They are looking for someone who has experience of report writing, research and analysis, supporting the financial advisors and working with a range of portals.
Day to day of the Paraplanner:

• Collect and evaluate comprehensive client information, including income, assets, liabilities, and financial objectives.
• Conduct thorough research on inhouse and external financial products (such as investments and pensions), producing initial analysis and recommendations.
• Draft clear, detailed, and compliant suitability reports tailored to each client's individual circumstances.
• Take endto-end responsibility for cases, ensuring accuracy, quality, and alignment with agreed client outcomes.
• Address client queries promptly and provide clarification on technical matters following meetings.
• Manage a varied and complex workload autonomously, effectively prioritising tasks to meet key deadlines.
• Keep up to date with relevant legislation, FCA guidance, and evolving market developments.
• Provide support and guidance to junior team members, helping to resolve queries and ensure timely task completion.
• Adhere to regulatory and corporate compliance standards, including FCA requirements and antimoney laundering obligations.
• Assist with audit processes and maintain a strong awareness of risk and regulatory controls.

Requirements of the Paraplanner:

• 45 years' experience as a Paraplanner with complex cases.
• Level 4 qualification would be desirable.
• Experience of using a range of different portals.
• Strong understanding of financial products, tax, pensions and investment strategies.
• Experience of suitability report content, format and requirements.

If you are interested in this Paraplanner role, please reach out to El on (phone number removed) opt 2 or hit apply!