Our client is looking for an experienced Paraplanner to join their expanding team based in Broadstairs, Kent. Main Job Purpose: To support advisers in providing compliant advice to clients. Responsibilities: · Preparation of suitability reports from approved templates · Draft templates for approval · Obtain relevant quotations from providers · Process new business · Obtain client information · Obtain policy information · Demonstrate principles of Treating Customers Fairly in all customer dealings · Communicate easily understandable recommendations to customers in all cases, and in writing · Aware of and complying with the rules of the FCA and the set procedures of the business to achieve compliance Comply with the requirements laid down in the · Compliance and Administration procedures · Create compliant client files where all communications are documented correctly · Support the provision of good quality advice and service that does not require customers to make complaints Complete CPD activity to meet identified needs and complete training activity records accordingly · Ensure any rule breaches are brought to the attention of the Senior Management · Develop and maintain the highest possible compliance standards in all aspects of the business · Such tasks that the Director(s) may consider appropriate to your role, training and experience Qualifications: · Full FPC or Certificate of Financial Planning (first paper required for Trainee status)