Paraplanner

Paraplanner
Kent, hybrid work (minimum of 2daysin the office)
£35,000 – £55,000
Our client is an establishedWealth Management practice based in Kent, offering expert advice on pensions, investments, and broader financial planning.
This is an excellent opportunity for a Paraplanner (open on level of experience) looking to further develop their technical knowledge within a supportive, sociable, and collaborative team. You’ll benefit from full administrative support and clear communication channels between Paraplanning and Advisory teams, enabling you to focus on delivering high-quality, compliant, and client-focused work.

• Prepare detailed suitability reports and technical research for advisers.
• Support advisers in delivering tailored investment and pension recommendations.
• Conduct thorough product research and fund analysis.
• Maintain accurate client records and ensure compliance with internal processes.
• Contribute to process improvements within the Paraplanning function.

Benefits

• £35,000 -£55,000
• Hybrid working: In on Monday and then one other day minimum
• Hours: 8.30am to 5pm
• Friendly, positive working environment
• 24 days’ holiday plus bank holidays (discretionary office closure at Christmas)
• Birthday holiday
• Company pension scheme
• Private medical insurance
• Financial planning services
• Health & wellbeing programme
• Free on-site parking
• Sponsorship for relevant professional exams and paid study leave

To be considered for this Paraplanning position:

• Proven experience in a Paraplanning or similar technical support role within financial planning.
• Strong working knowledge of pensions and investment products.
• Excellent attention to detail and analytical skills.
• Level 4 Diploma in Financial Planning (or close to) - CII/CISI/LIBF
• A proactive, collaborative approach and strong communication skills.

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