ifa support/paraplanner Work, Jobs in maidstone (with Salaries)

IFA Support/Paraplanner
Cobens —Maidstone
- £30,000 - £45,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
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IFA Support/Paraplanner
Cobens —Maidstone
At least 3 years previous experience in an IFA support or paraplanning role (essential). Strong knowledge of pensions, investments, and financial planning…
£30,000 - £45,000 a year
Quick apply
Experienced IFA/Pensions Administrators - Richmond based, West London
Asquire Wealth Management Ltd —Richmond
The role is to support the Financial Planning Managers and Paraplanners to include preparation of new business documents, maintaining the back office system…
£30,000 - £35,000 a year
Quick apply
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IFA Support/Paraplanner

Cobens
Maidstone

Quick apply

Job details

Full-time
£30,000 - £45,000 a year

Qualifications

Financial planning
Pension
Report writing
Organisational skills
Financial services
Communication skills

Full job description

About the Role
We are seeking an experienced and highly organised IFA Support professional or Paraplanner to join our growing financial planning team. This is an excellent opportunity for someone with a strong technical background and a passion for delivering high-quality client support within a professional and client-focused environment.

Key Responsibilities

Provide comprehensive administrative and technical support to Financial Advisers
Prepare suitability reports and recommendations in line with regulatory requirements
Conduct research and analysis on financial products, including pensions, investments, and protection
Maintain accurate and up-to-date client records and documentation
Liaise with providers, clients, and third parties to ensure efficient case processing
Assist with the preparation of client reviews
Booking meetings with clients
Ensure compliance with FCA regulations and internal procedures

Requirements

At least 3 years previous experience in an IFA support or paraplanning role (essential)
Strong knowledge of pensions, investments, and financial planning products
Experience using financial planning software (e.g., Voyant, FE Analytics)
Excellent attention to detail and report writing skills
Strong organisational and communication skills

What We Offer

Competitive salary and benefits package
Opportunities for professional development and qualifications support
Friendly and supportive team environment
Career progression opportunities within a growing firm

How to Apply
If you are a motivated and detail-oriented individual looking to advance your career in financial planning support, we would love to hear from you. Please submit your CV and a brief cover letter outlining your experience and suitability for the role.

Pay: £30,000.00-£45,000.00 per year

Experience:

Paraplanning: 2 years (required)

Work Location: In person

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