Paraplanner

Paraplanner
£30k- £40k DOE
Maidstone
Mon-Fri- Hybrid
Perm
My exclusive client based in Maidstone are looking to recruit an experienced Paraplanner to join their team on a full time perm basis due to growth. They are a business that has that close knit feel, supportive and very collaborative. They are looking for someone who has experience of report writing, research and analysis, supporting the financial advisors and working with a range of portals.
Day to day of the Paraplanner:

Collect and evaluate comprehensive client information, including income, assets, liabilities, and financial objectives.
Conduct thorough research on inhouse and external financial products (such as investments and pensions), producing initial analysis and recommendations.
Draft clear, detailed, and compliant suitability reports tailored to each client's individual circumstances.
Take endto-end responsibility for cases, ensuring accuracy, quality, and alignment with agree...