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Permanent

Paraplanner

Kent
money-bag 40000.00-40000.00 Annual
3083485062
Posted 5 days ago

Paraplanner Location: Tonbridge Contract: Permanent Salary: 40,000 - 50,000 per annum Start Date: Flexible Contact: (url removed) Job Description Service Care Solutions are recruiting for an experienced Paraplanner to join an established independent financial planning firm based in Tonbridge. The firm provides independent financial advice to individuals, families, and businesses with a strong emphasis on long-term client relationships and personalised financial planning. As a Paraplanner, you will support Financial Planners by preparing high-quality technical research and documentation, including annual suitability reports, helping ensure clients receive clear, compliant, and well-structured financial planning advice. Key ResponsibilitiesPrepare annual suitability reports and financial planning documentation.Conduct detailed research across pensions, investments, and protection solutions.Analyse client information and assist advisers in developing appropriate financial planning strategies.Produce supporting documentation and analysis for client meetings.Work closely with Financial Planners to ensure client recommendations are technically robust and compliant.Liaise with product providers to obtain illustrations, valuations, and technical data.Ensure client records and documentation are maintained accurately.Candidate CriteriaLevel 4 Diploma in Financial Planning (DipPFS) or equivalent.Proven experience working as a Paraplanner within a financial planning or IFA ..... full job details .....

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