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    • Proven experience within a wealth, pension or IFA firm, adviser, planner, senior administrator, paraplanner or in a financial planning/IFA role.
  • View similar jobs with this employer
    • The Paraplanner Team report to Melissa Hall, Head of Culture.
    • In return with offer a unique opportunity to work for one of the most innovative employers in the…
    • Early 1pm finish on a Friday.
    • Christmas Shut Down in addition to your annual leave entitlement.
    • Exam funding and support appropriate to your role or progression…
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    • The Paraplanner Team report to Melissa Hall, Head of Culture.
    • In return with offer a unique opportunity to work for one of the most innovative employers in the…
    • Meaning that the administration and report writing functions are well established, leaving the paraplanner and adviser to work closely and focus on the clients…
    • The Trainee Paraplanner team report to Melissa Hall, Head of Culture.
    • In return with offer a unique opportunity to work for one of the most innovative employers…
    • We're working with a boutique, highly established financial planning practice looking to appoint a Junior Paraplanner to work closely alongside the Adviser,…
    • This is an excellent opportunity for an experienced paraplanner to take on a senior technical role, supporting advisors with complex planning work and high‑…
    • Mentoring junior paraplanners and administrators.
    • In this vital role, you will support financial advisors by preparing comprehensive financial plans, conducting…
    • Hours:* 30 to 37.5 hours per week (flexible for the right candidate).
    • Salary: *£30,000 to £32,000 plus bonus (pro rata for 30-37.5 hours pw) depending on…
    • Up to £40,000 basic salary.
    • Uncapped quarterly bonus – realistic and achievable; the current Paraplanning team consistently hit target.
    • PLEASE APPLY IF YOU HAVE AT LEAST 5 YEARS EXPERIENCE IN AN IFA/WEALTH MANAGER PRACTICE INCLUDING AT LEAST 12 MONTHS AS A PARAPLANNER. *.
    • The successful candidate will support budgeting, forecasting, KPI management, and business performance analysis, providing financial insights that drive…
    • Rearsby, Leicestershire | Hybrid working*.
    • You'll work alongside experienced Financial Planners and Paraplanners, learning the profession properly and following…
    • This is a full-time, permanent job paying £45,000 with a 5% employer pension, 25 days' holiday plus bank holidays, a discretionary bonus and genuine study…
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Job Post Details

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Paraplanner - job post

Perspective Financial Group Ltd
Maidstone ME16
Permanent, Full-time

Location

Maidstone ME16

Benefits

Pulled from the full job description

  • Referral programme
  • Employee discount
  • Company pension
  • Health & wellbeing programme
  • Cycle to work scheme
  • Car scheme

Full job description

We have a fantastic vacancy for a Paraplanner to join our Maidstone Office. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports. The successful candidate will need to be motivated, friendly and professional at all times.

Office: Perspective (South) Ltd

Location: Maidstone

Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)

Salary: Competitive dependent on experience and qualifications. Available upon request.

Please note: any offer of employment is subject to satisfactory criminal record background checks.

Job Requirements

  • Experience in a Financial Advice firm and Paraplanner/ report writing skills is essential.
  • Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.
  • A reliable individual who has the ability to manage and prioritise workloads.
  • Outstanding communication skills at all levels.
  • Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy.
  • Analytical and problem-solving skills.
  • Experience of working as part of a team.
  • Excellent organisational and multi-tasking abilities are essential.
  • Flexibility/ adaptability to cope with change.
  • Confident with IT and office software packages Word, Excel, PowerPoint.

Job Responsibilities

The key duties of the role are:

  • Writing Financial Planning Reports that our Planners present to clients.
  • Supporting the Planners by conducting research on products and helping find the right solutions for our clients.
  • Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries.
  • Arranging for plans to be submitted to provider companies.
  • Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
  • Preparation of client review packs.
  • Illustration requests.
  • Keep up to date with financial products and legislation.
  • Comply with all company and industry guidelines, rules and regulations.

Due to the nature of the business, the role may also include additional responsibilities considered reasonable.

Job Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme and Birthday leave. E-Discounts, Electric Car Scheme, Life Assurance, Pension and Corporate Eyecare.

Job Types: Full-time, Permanent

Benefits:

  • Cycle to work scheme
  • Employee discount
  • Health & wellbeing programme
  • Referral programme

Work Location: In person

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