Paraplanner

Excellent Paraplanning Opportunity! Established and successful company! Apply TODAY!

Have you got 2+ years of paraplanning experience and are looking for your next step?

Do you want to work locally to Hawkhurst?

Have you got strong analytical and report skills?

Do you have an understanding or regulated financial advisory processes?

If yes.. read on and apply today!!

This is an excellent opportunity for someone who is either progressing through financial planning qualifications or a technically experienced paraplanner..

An established and expanding financial management practice in Hawkhurst is on the lookout for a detail oriented and proactive Paraplanner to assist financial advisors and offer exceptional client-focused financial solutions and reports that are tailored and compliant. They are hard working, motivated and collaborative, solely driven to client success and growth!

Day to day, working closely with a team of experienced Financial Advisors, your duties would include:

• Creating comprehensive client recommendation reports covering areas such as wealth preservation, estate planning, retirement solutions, investments, personal protection
• Ensure compliance and staying up to date on new laws and regulations
• Supporting advisors with administration for client meetings and reports
• Working closely to review data and carry out financial research
• Maintain accurate client relationship management systems and software
• Support the movement of financial advice strategies aligned with client goals
• Provide support on detailed and complex client cases and technical enquiries

What we are looking for:

• 2+ years of experience within a financial planning role
• Either part qualified or diploma qualified in Regulated Financial Planning
• Multitasking, coordination and communication skills

What’s in it for you…

Salary discussed depending on experience £30,000-50,000

Support towards exams and further qualifications

Full time , permanent, 9-5

Good team environment

Discretionary bonus scheme

Apply with your CV for immediate consideration or call Tabby at Recruitment Solutions Tunbridge Wells !!