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3 months ago
Ecruit Sales
Salary: £24k - 28k per year
Location: Kent
Job type: Permanent
Contact: DG Partnership
Category: Finance Office Jobs

Paraplanner – £24-28K (dependent on experience)– Folkestone

The Role

An established family owned and managed IFA is seeking a full-time Paraplanner to support the growth of our professional and ethical practice.

Working alongside a close-knit team and an experienced Paraplanner, the successful candidate will prepare and implement financial recommendations for a wide range of individuals, families and businesses. 

The key responsibilities of a Paraplanner include, but are not limited to:

  • Preparing and maintaining client files, including discussing client objectives with the adviser.
  • Ensuring compliance and regulatory documentation is up to date.
  • Preparing recommendations, including undertaking research, comparative analysis and drafting reports for the adviser.
  • Implementing recommendations including packaging reports and making changes to investments as instructed.
  • Acting as a point of contact with clients and third parties, organising future client planning meetings, preparing and sending meeting valuation packs to clients.

The Benefits

The benefits of being a Paraplanner at this IFA include:

  • Funded training and development support.
  • Working within a flexible and supportive family business environment
  • Discretionary bonus and NEST Pension.

The Person

The key skills and qualities of a Paraplanner:

  • At least twelve months’ experience working as a Paraplanner; Level 4 qualification or working towards, with minimum R01.
  • Experience of financial planning software; proficient usage of Microsoft Office.
  • Highly numerate; excellent verbal and written communication skills; confident telephone personality.
  • Strong adaptability to shifting workloads and client demands; strong organisational skills; ability to plan effectively and multi-task.
  • Knowledge of Plum system is desirable.

If you are keen on joining this exciting, forward thinking company and taking the next step in your career, then please click the apply now button to find out more.


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