Paraplanner

KFS Recruitment

Posted 7 hours ago, valid for 14 days

Sevenoaks, Kent TN14, England

Full Time

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Sonic Summary

A friendly IFA practice in Kent is seeking an experienced Paraplanner with a minimum of Level 4 Diploma qualification and a salary range of £40,000 to £50,000 depending on experience and qualifications.
The role involves preparing and maintaining client files, implementing financial plans, and conducting ongoing reviews of client affairs.
Key responsibilities include establishing strong client relationships, responding to technical inquiries, ensuring compliance documentation is complete, and conducting product due diligence.
The position offers a hybrid work model after three months, with a standard working schedule of 9 am to 5 pm and additional benefits such as a £500 wellbeing allowance and study support.
Candidates should possess excellent communication skills, be comfortable in client meetings, and have experience with Intelliflo or similar systems.

Paraplanner

Kent

£40-50,000

Due to continued growth and success, this friendly professional and caring IFA practice is looking for an experienced Paraplanner to work alongside the Financial Planners taking full responsibility for preparation and maintenance of client files,preparation and implementation of recommendations and FinancialPlans (including cashflow forecasts), and ongoing reviews of client affairs. To keep up to date with technical issues, undertake necessary research and create and prepare technical suitability reports in line with recommendations.

Duties:

Establish and build strong relationships with clients, attending client meetings when required. Provide a friendly and professional point of contact for clients and enquiries.
Respond to client technical enquiries.
Ensure completeness of client file/data gathering.
Confirm risk profile and vulnerability assessments are determined and up to date.
Check all compliance documentation is present and relevant compliance requirements have been adhered to to.
Identify areas for planning.
Carry out due diligence on products, investments, providers
Carry out technical calculations.
Attend client meetings when required
Keep up to date with compliance changes and update templates.
Ensure CPD requirements are met and maintain up-to-date training records.
Other duties when required

Person criteria:

Experienced and qualified "Career Paraplanner", minimum requirement Diploma Level 4
Friendly team player
Professional with excellent communication skills
Comfortable attending client meetings
Experience of Intelliflo or similar; able to learn a new system with ease

Additional information:

Based in Sevenoaks - (after 3 months, 1 day per week working from home)
Salary: £40-45k (diploma qualified), £45-50k (chartered)
9am-5pm (10am start on Monday, 4pm finish on a Friday)
Standard workplace pension
£500wellbeing allowance
26 days holiday, plus bank holidays, plus birthday + 1 day extra at Christmas (office closed)
Salary sacrifice (support if purchasing electric car)
Study support (materials paid for, exam paid for, 1.5 days study leave)
Recruitment process: 1 telephone conversation, 2 face-to-face interviews

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