Financial Paraplanner. LilyLifestyle

Paraplanner

Tenterden, Kent

Permanent - Onsite - Monday to Friday, 9:00 am - 5:00 pm.

Salary: competitive salary depending on experience.

Benefits: 25 days per annum + 8 Bank Holidays, additional leave after 3 years service, Birthday Off as an extra day, Xmas Close, Annual Bonus Scheme, Pension, Private Medical Healthcare and Parking, Exam support and study funding available where required

Are you a motivated Paraplanner eager to support a team of dedicated Advisers in delivering top-notch, compliant, and client-focused financial planning solutions? If you're ready to make a significant impact in a dynamic financial institution we want to hear from you!

We are seeking a proactive individual to join our team as a Paraplanner. This position is ideal for either a part-qualified Paraplanner progressing towards Diploma level or an experienced Paraplanner with a robust background in technical and report-writing expertise.

• Crafting high-quality suitability reports covering investments, pensions, protection, retirement planning, and inheritance tax planning.
• Analysing client information and conducting comprehensive technical research.
• Structuring advice that aligns with client objectives and adheres to FCA requirements.
• Maintaining precise client records and workflows using Salesforce.
• Producing cash flow modelling and planning illustrations when necessary.
• Assisting Advisers with pre and post meeting preparations.
• Collaborating on complex planning cases and addressing technical queries.
• Staying updated on regulatory and legislative changes.

Essential:

• Experience with in a UK financial planning or paraplanning environment.
• Strong understanding of the regulated advice process.
• Excellent written communication skills with a keen eye for detail.
• Ability to juggle multiple cases and meet deadlines.
• Proficient in using Salesforce or similar CRM systems.

Desirable:

• Experience independently writing suitability reports.
• In-depth knowledge of pensions and retirement planning.
• Familiarity with cash flow planning software.

• Part-qualified: Working towards Level 4 Diploma in Regulated Financial Planning (CII, CISI, or equivalent).
• Or experienced: Diploma-qualified or able to showcase substantial paraplanning experience.
• Exam support and study funding available where required.

• Competitive salary based on experience.
• Exam funding and study support.
• Clear progression opportunities to elevate your career.
• A supportive and professional working environment.

If you're ready to take the next step in your career and become a vital part of our clients team, we encourage you to apply online with your up to date CV for consideration.

Office Angels is an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.