Paraplanner

enable Recruitment

Posted 18 hours ago, valid for 12 days

Aylesford, Kent ME20 6AD, England

£30,000 - £36,000 per annum

Full Time

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Sonic Summary

The job is for a Paraplanner role with an award-winning independent financial advisory firm looking to expand its team.
Candidates should have at least 2 years of Paraplanning experience and preferably hold a Level 4 Diploma (DipPFS/DipFA) or be working towards it.
The position involves providing support to financial advisers, producing suitability reports, and conducting technical research.
The salary offered is up to £44,000, depending on experience and qualifications, with flexible working options available.
Additional benefits include exam funding, social opportunities, enhanced maternity and paternity pay, and a generous annual leave allowance.

Are you a Wealth Management professional who is looking for a new Paraplanner role?We’re delighted to have partnered with an award-winning independent financial advisory firm that is actively expanding its Paraplanning team! Highly regarded within the industry, our client has built an outstanding reputation for delivering bespoke advice and wealth planning expertise to clients across the UK.If you are a detailed-orientated professional with a passion for financial planning and client service, we’d love to hear from you!What you'll be doing:

Providing support to the financial advisers of the business with advice formulation
Producing suitability reports, illustrations, cashflow modelling reports.
Carrying out technical research of funds and products for the adviser
Updating and managing the back office system (X-Plan)

What you need to apply:

2+ Years Paraplanning experience
Level 4 Diploma (DipPFS/DipFA) or working towards is preferable
Effective communication skills and capable of working in a busy environment
Experience in speaking with clients and providers on the adviser’s behalf

What's in it for you?

A basic salary of up to £44,000 dependent on experience and qualifications
Flexible working structure with working from home and flexitime offered
Social opportunities throughout the year
Exam funding and support
Progression opportunities into different areas of the business, depending on which way you see your career heading!
Enhanced Maternity & Paternity Pay
Generous annual leave allowance

What next?Hit apply or contact Dan directly!daniel@enable-recruitment.co

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Paraplanner

Senior Financial Planner

Financial Planner

Senior Financial Planner