Paraplanner

Eden Rose; Westerham; Híbrido; GBP 35 000 - 55 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Hybrid working

Birthday holiday

Private medical insurance

Company pension

Free parking

Study/exams sponsorship

Resumo da oferta

Eden Rose in Kent is seeking a Paraplanner to join a wealth management practice, open to candidates at various levels of experience.

You’ll prepare suitability reports, conduct technical research on pensions and investments, and support advisers with tailored recommendations. You’ll also maintain client records and help drive compliance and process improvements.

Hybrid working: minimum 2 days in the office; hours 8:30am–5pm; parking available; holiday and pension benefits included.

Qualificações

• Proven experience in a paraplanning or similar technical support role.
• Strong knowledge of pensions and investment products.
• Excellent attention to detail and analytical skills.
• Level 4 Diploma in Financial Planning (or close to) required.

Responsabilidades

• Prepare detailed suitability reports and technical research for advisers.
• Support advisers in delivering tailored investment and pension recommendations.
• Conduct thorough product research and fund analysis.
• Maintain accurate client records and ensure compliance with internal processes.
• Contribute to process improvements within the paraplanning function.

Conhecimentos

Paraplanning experience

Attention to detail

Analytical skills

Communication skills

Formação académica

Level 4 Diploma in Financial Planning

Ferramentas

Financial planning tools

Descrição da oferta de emprego

Paraplanner
Kent, hybrid work (minimum of 2daysin the office)
£35,000 – £55,000
Our client is an establishedWealth Management practice based in Kent, offering expert advice on pensions, investments, and broader financial planning.
This is an excellent opportunity for a Paraplanner (open on level of experience) looking to further develop their technical knowledge within a supportive, sociable, and collaborative team. You’ll benefit from full administrative support and clear communication channels between Paraplanning and Advisory teams, enabling you to focus on delivering high-quality, compliant, and client-focused work.

• Prepare detailed suitability reports and technical research for advisers.
• Support advisers in delivering tailored investment and pension recommendations.
• Conduct thorough product research and fund analysis.
• Maintain accurate client records and ensure compliance with internal processes.
• Contribute to process improvements within the Paraplanning function.

Benefits

• £35,000 -£55,000
• Hybrid working: In on Monday and then one other day minimum
• Hours: 8.30am to 5pm
• Friendly, positive working environment
• 24 days’ holiday plus bank holidays (discretionary office closure at Christmas)
• Birthday holiday
• Company pension scheme
• Private medical insurance
• Financial planning services
• Health & wellbeing programme
• Free on-site parking
• Sponsorship for relevant professional exams and paid study leave

To be considered for this Paraplanning position:

• Proven experience in a Paraplanning or similar technical support role within financial planning.
• Strong working knowledge of pensions and investment products.
• Excellent attention to detail and analytical skills.
• Level 4 Diploma in Financial Planning (or close to) - CII/CISI/LIBF
• A proactive, collaborative approach and strong communication skills.