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Paraplanner - Salary is £35,000 - £40,000 - Orpington, Kent

Financial Divisions
Closing date
5 Feb 2022

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Contract Type
Full Time
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We are currently working with a rapidly expanding practice demonstrating a proven track record and in-depth technical knowledge. As Paraplanner you will support two financial advisers, producing excellent thorough research, reports and review preparation to enable the timely delivery of first-class financial advice to the client base of around 200 active clients. This role will suit an individual who is looking to be an integral part of the development of the business as it enters its next stage of growth. Supported by three administrators, you will be required to provide technical support daily and utilise your thorough understanding of the advice process and regulatory requirements to deliver an outstanding experience for the clients.

The Opportunity

As atechnical, ethical, proactive, and diligent paraplanner you will be required to-
  • Conduct first-class, thorough research across the whole market, predominantly pensions and investments, to prepare product and financial planning recommendations for finalisation by Advisers.
  • Prepare includes all product, fund, and other technical research as necessary, suitability report writing, fact find production and the completion of the associated paperwork to implement advice
  • Prepare all documents required for Reviews and highlight to Advisers any specific financial planning needs or matters that require attention.
  • Use best endeavours to continually improve upon qualifications and skills by following a programme of personal development as agreed with the firm.
  • Maintain a thorough and up to date knowledge of the FCA Regulatory framework and ensure all work adheres to these regulations.

About you

The chosen candidate will be required to possess-
  • A minimum of 3-5 years' experience working as a paraplanner within an IFA firm.
  • Experience in using IFA back-office systems (Preferably Intelligent Office).
  • Excellent knowledge of investments, pensions, trusts, taxation, and protection.
  • Strong investment and fund knowledge.
  • Experience of using fund analysis tools such as Financial Express.
  • Highly beneficial to be working towards your Diploma in Regulated Financial Planning, however, will potentially consider candidates with extensive relevant paraplanning experience having just commenced their studies

In summary

If you are an experienced progressive paraplanner looking for a forward plan, joining this firm at this point in their growth programme will offer you openings as they expand with an excellent support system around you. Our client is keen to employ the chosen person very early in the New Year so please send your CV to Camilla Howden if you are interested in talking to them.
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