Paraplanner

Dynamite Recruitment; Tunbridge Wells; On-site; GBP 28,000 - 42,000; Full time

Benefits offered by this job

Exam funding

Study support

Progression opportunities

Private medical insurance

Annual bonus

Job summary

Dynamite Recruitment is seeking a Paraplanner to join a growing financial planning practice in Kent. You will provide high-quality technical and report-writing support to Financial Advisers, preparing suitability reports and conducting technical research.

The role is ideal for a part-qualified Paraplanner working toward Level 4 Diploma or an experienced Paraplanner looking to further develop technical skills in a supportive environment. Exam funding and progression opportunities are available.

Qualifications

• Experience in paraplanning or financial planning environments.
• Strong report-writing and written communication skills.
• Excellent attention to detail and accuracy.
• Ability to manage multiple cases and deadlines.
• Experience using Salesforce or a similar CRM system.

Responsibilities

• Prepare high-quality suitability reports across investments, pensions, protection and retirement planning.
• Analyse client information and conduct technical research.
• Structure advice in line with client objectives and regulatory requirements.
• Support Advisers with pre- and post-client meeting preparation.
• Assist with complex financial planning cases and technical queries.
• Produce cashflow modelling and illustrations where appropriate.
• Maintain accurate client records and workflows.

Skills

Paraplanning experience

Report writing

Detail oriented

Multitasking

CRM: Salesforce

Education

Level 4 Diploma candidate

Tools

Salesforce

Job description

The Opportunity We are working with a successful and growing financial planning practice in Kent who are looking for a Paraplanner to join their team and provide high-quality technical and report-writing support to their Financial Advisers.

• Exam funding and study support
• Clear progression opportunities
• Private medical insurance
• annual bonus scheme.

This role would suit either a part-qualified Paraplanner working towards their Level 4 Diploma or an experienced Paraplanner looking to develop their technical skills and career within a supportive environment.

The Role

As a Paraplanner, your responsibilities will include:

• Preparing high-quality suitability reports across investments, pensions, protection, retirement planning and inheritance tax planning.
• Analysing client information and carrying out technical research.
• Structuring advice in line with client objectives and regulatory requirements.
• Supporting Advisers with pre- and post-client meeting preparation.
• Assisting with complex financial planning cases and technical queries.
• Producing cashflow modelling and financial planning illustrations where appropriate.
• Maintaining accurate client records and workflows using Salesforce.

Ideal candidate

You will ideally have:

• Previous experience in a Paraplanning or financial planning environment.
• A good understanding of the regulated financial advice process.
• Strong report-writing and written communication skills.
• Excellent attention to detail and accuracy.
• The ability to manage multiple cases and deadlines.
• Experience using Salesforce or a similar CRM system.

• Exam funding and study support is available for the right candidate.