Paraplanner
ParaplannerLocation: Tonbridge, Kent Salary: Up to £50,000 (Negotiable depending on experience) Benefits: Comprehensive benefits package Full exam support Genuine career progressionThe OpportunityAn established, highly respected Independent Financial Planning firm with over 35 years of success is looking to recruit an experienced Paraplanner to join its friendly and professional team based in the Tonbridge area.The business has built an outstanding reputation for delivering high-quality, client-focused financial planning and enjoys long-standing relationships with individuals, families and business owners.This is an excellent opportunity for a career Paraplanner who enjoys technical financial planning, working on complex cases and wants to progress into a Senior Paraplanner position within a supportive and collaborative environment.The RoleWorking closely with experienced Financial Advisers, you''ll play a key role in delivering high-quality financial planning advice by providing technical research, analysis and report writing across a broad range of client needs.Your responsibilities will include:Conducting detailed technical research and financial analysis.Producing clear, accurate and compliant suitability reports.Supporting advisers with complex financial planning cases.Researching pensions, investments, estate planning and protection solutions.Preparing cashflow modelling to support client recommendations.Working with a range of leading investment and platform providers. ..... full job details .....
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