_{12th May, 2025}

Job Title: Paraplanner

- £Competitive
- Industry study support
- Enhanced employer pension contributions
- 4 x salary DIS
- Private Health Care
- Flexi holiday scheme
- Significantly enhanced maternity pay (12 months full pay!)

The successful candidate will play a key role in supporting Financial Advisers by preparing financial reports, analysing client objectives, and delivering tailored financial advice.

Responsibilities:

• Researching and analysing financial products and services to source well-informed recommendations for clients. Exposure to a wide range of pensions and retirement products, investments and protection.
• Analysis of clients' circumstances, portfolios, and objectives, to allow advisers to create tailored recommendation reports working in collaboration.
• Preparation of comprehensive financial planning reports, suitability letters, and other written information for clients.
• Collaborating with the wider support team to ensure compliance with financial regulations and internal policies and procedures.
• Building relationships with clients and being the point of contact via email and telephone.
• Other ad hoc technical and administrative tasks to support the advisers and clients.

Requirements:

• Experience within a similar role.
• Extensive knowledge of financial planning and financial products and services.
• A high level of written and verbal communication skills.
• Strong analytical and problem-solving abilities.
• Proven capability to work independently and collaboratively within a team environment.
• Exceptional attention to detail and accuracy.

This is an excellent opportunity for an experienced financial planning professional to contribute to a dynamic and successful team, building their career and making a significant impact on clients' financial well-being. If you have the required skills and experience, we encourage you to apply.
Please send your CV to jenny @ tempestjones . com

NB: The top end of the salary bracket is for highly experienced and qualified candidates.

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