Qualified Paraplanner

We are seeking a Paraplanner for our client in Tonbridge who is already undertaking complex & detailed suitability research & analysis, creates client reports, provides technical support and has the ambition & potential to grow into a senior paraplanning role whilst playing a key role in shaping our advice proposition. Ideal candidate will have: - Minimum 2 years’ experience as a Paraplanner working within an IFA practice. - A solid understanding of pensions, investments, estate planning and protection. - Experience of working on complex cases where HNW individuals are approaching or are in retirement. - Familiarity with Transact, Aberdeen, Quilter and other investment platforms. - Experience with cashflow modelling software and technical analysis support tools. - A strong understanding of FCA regulatory requirements and compliance standards. - Level 4 Diploma in Financial Planning. Our ideal candidate will be: - Committed to becoming a Chartered Paraplanner. - Proactive, professional, self-motivated, highly organised, methodical, disciplined, with excellent attention to detail. - Able to work well in a small, collaborative team and communicate clearly with advisers & colleagues. Specifically, not being afraid to challenge to ensure clients are getting the best outcome. - Able to prioritise their workload effectively, manage multiple cases at different stages and willing to go the extra mile when needed. - Happy to be office based, living within easy travelling distance. What We Offer - Salary range £45,000 (neg) - Mentorship from the current Senior Paraplanner (Chartered with over 30 years of industry experience). - The costs of training and exams to develop your career.