Paraplanner: Elevate Client Advice & Research

Armstrong Watson; Kendal; Hybrid; GBP 40,000 - 52,000; Full time

Benefits offered by this job

Pension with Life Cover (4x salary)

Annual Leave entitlement + buy up to 5

Smart Working Policy (home & remote)

Health Shield cash plan

Employee Assistance Programme

CPD support and professional fees

Job summary

Armstrong Watson in Kendal is recruiting a Paraplanner to join our Financial Planning team. You will provide technical and advisory support to Financial Planning Consultants and Assistants, underpinning client recommendations with quality research and robust documentation.

We value professional standards, strong communication and a collaborative approach, with a Smart Working policy and a clear path for development within a growing UK firm.

Qualifications

• Minimum Level 4 Diploma in Financial Planning.
• Significant paraplanning experience (5+ years desirable).
• Strong knowledge of COBS and Code of Conduct standards.
• Excellent communication and attention to detail.

Responsibilities

• Provide technical and advisory support to the Financial Planning Team.
• Prepare suitability letters and processing new business.
• Support development of colleagues' technical knowledge.
• Maintain up-to-date sector knowledge.

Skills

Paraplanning experience

COBS knowledge

COCON knowledge

Team player

Education

Level 4 Diploma in Financial Planning

Tools

General IT skills

Job description

Armstrong Watson in Kendal is recruiting a Paraplanner to join our Financial Planning team. You will provide technical and advisory support to Financial Planning Consultants and Assistants, underpinning client recommendations with quality research and robust documentation.

We value professional standards, strong communication and a collaborative approach, with a Smart Working policy and a clear path for development within a growing UK firm.