Paraplanner

Paraplanner

£30k- £40k DOE

Maidstone | Mon‑Fri | Hybrid | Perm

My exclusive client based in Maidstone are looking to recruit an experienced Paraplanner to join their team on a full time perm basis due to growth. They are a business that has a close knit feel, supportive and very collaborative. They are looking for someone who has experience of report writing, research and analysis, supporting the financial advisors and working with a range of portals.

• Collect and evaluate comprehensive client information, including income, assets, liabilities, and financial objectives.
• Conduct thorough research on inhouse and external financial products (such as investments and pensions), producing initial analysis and recommendations.
• Draft clear, detailed, and compliant suitability reports tailored to each client's individual circumstances.
• Take end-to-end responsibility for cases, ensuring accuracy, quality, and alignment with agreed client outcomes.
• Address client queries promptly and provide clarification on technical matters following meetings.
• Manage a varied and complex workload autonomously, effectively prioritising tasks to meet key deadlines.
• Keep up to date with relevant legislation, FCA guidance, and evolving market developments.
• Provide support and guidance to junior team members, helping to resolve queries and ensure timely task completion.
• Adhere to regulatory and corporate compliance standards, including FCA requirements and antimoney laundering obligations.
• Assist with audit processes and maintain a strong awareness of risk and regulatory controls.

• 45 years' experience as a Paraplanner with complex cases.
• Level 4 qualification would be desirable.
• Experience of using a range of different portals.
• Strong understanding of financial products, tax, pensions and investment strategies.
• Experience of suitability report content, format and requirements.

If you are interested in this Paraplanner role, please reach out to El on (phone number removed) opt 2 or hit apply.