Paraplanner

ParaplannerTunbridge Wells, KentMonday to Friday 9am - 5pm 33,000 - 42,500pa (DOE and qualification)KHR are working with a successful financial planning firm based in the heart of Tunbridge Wells, who are looking for a highly organised and efficient Paraplanner to join the business.Position OverviewAs a Paraplanner, you will play a crucial role in supporting the firm''s advisers by preparing high-quality, compliant suitability reports, developing cash flow projections, and conducting in-depth financial analysis. Your expertise will be instrumental in ensuring that clients receive tailored, outcome-focused advice that adheres to regulatory standards.Responsibilities of the Paraplanner- Prepare suitability reports across pensions, investments, protection, and tax planning- Develop cash flow projections and perform financial analysis- Conduct research and analysis on financial products and providers- Liaise with financial advisers to understand client objectives and tailor recommendations accordingly- Maintain accurate client records and ensure documentation is fully compliant- Assist with technical queries and complex case analysis- Support with the development of planning strategies and financial forecasts- Stay up-to-date with regulatory changes, industry developments, and financial planning tools and techniquesCandidate Profile- Minimum 2 years'' experience in a paraplanning role- Level 4 Diploma in Financial Planning (or working towards)- Strong knowledge of pensions, ..... full job details .....