Employer: Artemis Recruitment Consultants Ltd
Salary: £35,000 – £42,000 per annum
Date Added: 26/05/2025
Our client is looking for an experience Paraplanner to join their expanding team based in Ashford, Kent. You will be working alongside a supportive, experienced group of paraplanners who take pride in providing a great service to their clients. This will be a hybrid working role in Kent, with a competitive salary on offer.
Responsibilities:
– Preparation of suitability letters covering investments, pensions, inheritance tax and protection – delivering accurate, well-drafted and compliant advice
– Undertaking research to reach conclusions and recommendations for clients
– Assisting and supporting the head of department and directors as and when required
– Working within and contributing to the paraplanning team and their processes, helping to further develop these
– Embed change, review, and feedback
– Preparing cash flow planning forecasts
– Involvement in the company’s research processes as required
– Providing technical resource and research to the adviser and management team
– Working with the sales support and adviser to achieve good client outcomes
– Working with compliance to continually improve procedures and ensure advice and client files meet FCA standards
– Keep up to date with legislative and industry changes that will affect the business and its clients
Experience:
– Level 4 Diploma in Financial Planning / Regulated Financial Planning or equivalent, or near completion of
– Previous paraplanning experience
– Good knowledge of investment products, taxation and pensions
– Strong analytical, research and report writing skills
– Initiative and problem solving
– Excellent attention to detail
– Able to prioritise and plan own workload
– Excellent communication and interpersonal skills, both written and verbal.
If you are interested in this position then please submit your CV to Sam at Artemis Recruitment.
Application Deadline: 07/07/2025
Contract Type: Permanent
Submitted Applications: 0