Paraplanner - Tunbridge Wells

Join Our client as a Paraplanner in Tunbridge Wells!

Are you a detail-oriented financial professional looking to make your mark? Our client, a leading organisation is on the hunt for a talented Paraplanner to join their dynamic team! If you are passionate about financial planning and keen to contribute to client success, this could be the perfect opportunity for you for your next career move!

Position Details:

• Location: Tunbridge Wells, Kent
• Contract Type: Permanent
• Hours: Monday to Friday, 9am-5pm
• Salary: -33,00042,500 (depending on experience and qualifications)
• Work Arrangement: Hybrid (3 days in-office, 2 days remote, full time office based whilst training.)
• Benefits: 25 days annual leave + Bank Holidays + Birthday Off, Pension, Death in Service, Cycle to work, Additional Holiday Purchase Scheme, +++

Why Join Our Client?

• Convenient Location: Central and close to Tunbridge Wells train station!
• Supportive Environment: Collaborate with a friendly team of professionals who value your contributions.
• Professional Growth: Opportunities for continuing education and career advancement.

Key Responsibilities:
As a Paraplanner, you will play a crucial role in supporting our financial advisers and enhancing client services. Your key responsibilities will include:

• Drafting suitability reports for pensions, investments, protection, and tax planning.
• Creating cash flow projections and conducting detailed financial analyses.
• Researching financial products and collaborating with advisers to tailor recommendations.
• Maintaining compliant client records and assisting with technical queries.
• Keeping up-to-date with regulatory changes and financial planning tools.

Candidate Profile:
We''re looking for someone who is enthusiastic about finance and has a knack for detail. If you possess the following qualifications and skills, we want to hear from you!

• A minimum of 2 years'' paraplanning experience, salary will depend on year''s experience
• Relevant Diploma in regulated Financial Planning
• Strong knowledge of pensions, investments, protection, and taxation.
• Technically proficient
• Excellent writing, communication, and analytical skills.
• Proficiency in financial planning software and Microsoft Office.

Ready to Take the Next Step?
If you are eager to join a vibrant team and contribute to meaningful financial planning, apply now!

How to Apply:
Send your CV online for consideration for this role, or directly to (url removed).

This role is being managed by Debbie Foster - Office Angels - Tunbridge Wells - (phone number removed).

Seize this opportunity to elevate your career in a supportive and innovative environment. Don''t miss out-apply today and become an integral part of our client''s success story!

Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone''s chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone''s chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.