Job Role

Based at our Tunbridge Wells office, the Paraplanner will work with a Financial Adviser on a number of their non-client facing tasks involved in preparing and administering a Financial Plan or Report for a client. The Paraplanner will completes research and analysis of financial products for our clients, documenting the output in a report to ensure the client is getting the best advice and the adviser is getting the best support to help them advise the client.

A great Paraplanner will be meticulous and analytical, enjoy research and process-driven work and can source, analyse and summarise a great deal of information.

Given the nature of the role, you should be the type of person who revels in the detail and is an enthusiastic problem-solver.

Responsibilities

• Report preparation, valuations, quotations, systems updating, providing all aspects of administrative support to provide smooth running of the services provided to clients and advisers.
• Analysing the data, researching, and building recommendations.
• Dealing with clients both on the telephone and face to face.
• Dealing with complex cases, creating reports to accurately articulate the advice provided.
• Researching, creating compelling, accurate and professional reports for clients.

Skills & Qualifications

• Diploma in regulated financial planning.
• Efficient in problem solving.
• Ability to analyse information and data with a critical mind set.
• Proven experience in decision making.
• Ability to build relationships with key stakeholders.
• Technically proficient.

Benefits

• Company pension scheme
• Death in service
• 25 days annual leave
• Flexible Benefits
• Birthday as an additional day off
• Opportunity to purchase additional holidays.
• Enhanced family friendly policies
• Cycle to work scheme

Equal Opportunities

Fairstone is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.