Paraplanner Job No: BS/NH-PP2
Salary: £30,000.00 - £40,000.00 Location: Tunbridge Wells Contract Type: Permanent
Posted: 08/02/2021


West Kent

£30k -£40k DOE

Our busy client is looking for a skilled technical Paraplanner, with 3+ year's minimum experience to start work in an expanding team, under great leadership and for a large, growing company.

Duties include;

  • Providing technical and administrative support to advisors in the production of recommendations
  • Supporting advisors in the production of reviews, meeting preparations and follow up work
  • Managing general Paraplanner workflows
  • Maintaining and developing good knowledge of funds, products, issues and other technical aspects
  • Manage and support special projects when requested; assisting of training other members of staff to help
  • Maintain strong relationships with providers to ensure the information given is accurate and to a high level of service
  • Keeping all clients information confidential at all times
  • To maintain an awareness of new products and market developments keeping colleagues updated when appropriate
  • The willingness to contribute to the general administration and development of the company

The ideal candidate will be/have;

  • The minimum of 3 years' experience as a technical Paraplanner
  • Level 4 DipPFS preferable or working towards
  • Ideally have experience working in Financial Services
  • Previous experience of Defaqto, Select a Pension, FE Analytics and CashCalc is an advantage
  • The ability to build long lasting relationships
  • Have an understanding of regulatory framework
  • Excellent communication Skills - both written and verbal
  • Confident in using all Microsoft Office Applications
  • Highly organised with a high level of attention to detail
  • Self-motivated with the ability to manage a demanding workload

If you are an experienced Paraplanner who is seeking a new challenge and feel you meet the above criteria, then please apply now to be considered!

This Paraplanning role is being handled by Nicole Hill, Business Support Consultant at Pearson Whiffin Recruitment.

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