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Paraplanner

Our national Financial Planning client is now recruiting for an experienced Paraplanner to join their friendly and enthusiastic team in their Swanley, Kent offices. 

The business is going from strength to strength with rapid growth, expansion due to recently securing Private Equity funding. There has never been a better time to join the company.

The successful candidate will work closely with the Financial Advisers by providing technical support in the process of servicing clients financial advice needs, providing excellent standards of client service, and conduct detailed research on clients existing and potential arrangements. After assessing these against the client’s financial objectives, you’ll produce timely and compliant Financial Planning Reports.

Main duties:

The role will see you working closely with the Paraplanning Team Leader, Adviser Support Operations Manager and an established team of Paraplanners.

Full Paraplanning support to the Wealth Planning Advisers includes:

  • Preparing pre-approval documentation prior to report writing, ensuring recommendations are researched and signed off by Compliance, Technical and the Investment Team where appropriate
  • Providing accurate, timely and compliant suitability reports from template format
  • Utilising all technology to produce accurate solutions for clients
  • Carrying out relevant financial calculations on behalf of the advisers
  • Ensuring all advice documentation is compliant according to FCA guidelines and additional compliance requirements
  • Working with the adviser to gather sufficient client information
  • Responsible for clear and concise instructions to Client Administration Team to ensure proposals and documentation is correctly completed

Knowledge and Experience:

  • Strong written and verbal communication skills
  • Good organisation skills
  • Confident using Microsoft Office products and the ability to learn new systems and processes
  • Good working knowledge/experience of the financial services industry and suitability reports
  • Comprehensive knowledge of a wide range of financial products and services.
  • Confident undertaking the research required to assess a piece of advice, including the preparation of tax calculations (e.g. capital gains tax, inheritance tax, chargeable events on life assurance products).
  • Experience of working within defined service standards and procedures with a working knowledge of relevant regulatory requirements, particularly around suitability and delivery of advice
  • Good track record in delivering customer satisfaction.

Personal Skills:

  • Must be organised and able to work under own initiative
  • Accessible, approachable and have a positive attitude
  • Ability to build and develop effective working relationships.
  • Credibility with the ability to actively listen to responses
  • Ability to work under tight deadlines with excellent attention to detail
  • Effectively work within a team
  • The flexibility for and commitment to continual service development and improvement
  • Qualification to QCF Level 4, or willingness to work towards this

A very generous salary, company bonus, benefits, progression as well as a professional and encouraging working culture are all available with this national brand.

Staff retention is second to none with our client and we have represented them for years with excellent success.

Home and office working is fully supported.

We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response.


Location: Swanley, Kent | Salary: 38000 - 40000 per | Job type: | Posted: 21/06/2023

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