Paraplanner - Tunbridge Wells

We are currently recruiting for a Chartered Financial Planning practice in Tunbridge Wells who are looking to recruit a Paraplanner to join their team.ROLETo assist advisers in all aspects of providing advice to clients.KEY FUNCTIONS & RESPONSIBILITIES 1. Product ResearchThe technical and practical evaluation of products within the range specified in your personal job description; sharing product information with advisers and paraplanners.2. Financial PlanningTo assist the development and implementation of a strategy that will enable a client to meet financial objectives.3. Presentation Of AdviceTo prepare letters, reports and other documents as part of the advice process including reviews.4. Meeting PreparationTo help advisers prepare for client meetings including the preparation of all relevant paperwork.5. Client ReviewsTo update client records, analyse progress and present information in accordance with our Annual Review Procedures.6. ComplianceTo help ensure that all dealings with clients are in accordance with internal and regulatory guidelines.7. Treating Customers FairlyTo help ensure that we always deal with clients fairly.8. System DevelopmentTo assist in the development of systems and procedures in respect of all points above.9. Special projectsTo assist with special projects at the request of the Partners REQUIREMENTS Minimum of 2-3 years of experience as a technical paraplanner within the financialservices industry. Knowledge and experience of:➢ personal financial planning➢ pre and post retirement planning➢ investment funds and asset allocation➢ tax treatment of different fund types and product wrappers➢ investment, pension and annuity products➢ financial planning legislation➢ tax legislation➢ FCA compliance requirements Level 4 DipPFS preferable or working towardsA good standard of English and MathematicsCommunication skills – both verbal and writtenExperience of both bespoke and templated report writingAbility to obtain, assess and act on informationHighly organisedExcellent attention to detailGood working knowledge of Microsoft Office Word & ExcelPrevious experience of Defaqto, Select a Pension, FE Analytics and CashCalc an advantageCommon sense approach to workAbility to work without supervisionTake responsibility for own caseloadPractical and logical decision makingWillingness to contribute to the general administration and development of the firm