Paraplanner: Elevate Your Financial Planning Career

Dynamite-Recruitment-Solutions; England; On-site; GBP 30,000 - 42,000; Full time

Benefits offered by this job

Exam funding

Study support

Annual bonus scheme

Private medical insurance

Job summary

Dynamite-Recruitment-Solutions is partnering with a Kent-based financial planning practice to hire a Paraplanner who will provide high-quality technical and report-writing support to Financial Advisers.

You’ll prepare suitability reports across investments, pensions, protection, retirement planning and inheritance tax planning, analyse client information, and support advisers with meetings and complex cases. Exam funding and study support are available for the right candidate.

Qualifications

• Experience in paraplanning or financial planning environment.
• Understanding of regulated financial advice process.
• 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, retirement planning and inheritance tax planning.
• Analyse client information and carry out 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 financial planning illustrations where appropriate.
• Maintain accurate client records and workflows using Salesforce.

Skills

Paraplanning

Report writing

Technical research

Attention to detail

Time management

Education

Level 4 Diploma in Financial Planning

Tools

Salesforce

Job description

Dynamite-Recruitment-Solutions is partnering with a Kent-based financial planning practice to hire a Paraplanner who will provide high-quality technical and report-writing support to Financial Advisers.

You’ll prepare suitability reports across investments, pensions, protection, retirement planning and inheritance tax planning, analyse client information, and support advisers with meetings and complex cases. Exam funding and study support are available for the right candidate.