We are seeking a proactive and career Paraplanner to join a growing team within an established IFA company. This is an exciting opportunity for an experienced professional who is passionate about financial planning and committed to delivering high-quality support to advisers and clients alike.

Whilst qualifications are highly desirable – please note that experience in the role of Paraplanner are equally valued and accepted, therefore if you meet this experience criteria, please do apply.

You will play a key role in supporting the advice process through technical research, report writing, and case preparation, helping ensure clients receive outstanding financial planning solutions.

About the Role

As a Paraplanner, you will work closely with advisers to provide technical and analytical support across a range of financial planning areas, including pensions, investments, estate planning, and protection.

This role would suit someone who thrives in a collaborative environment, takes pride in producing accurate and compliant work, and enjoys contributing to positive client outcomes.

Key Responsibilities

• Conduct financial research and analysis to support client recommendations
• Prepare suitability reports and technical documentation
• Assist advisers with pensions, investments, protection, and retirement planning cases
• Ensure all work meets FCA compliance standards and internal procedures
• Liaise with providers and platforms including Transact, Aberdeen, Quilter, and others
• Manage multiple client cases efficiently and accurately
• Support the delivery of an exceptional client experience throughout the advice journey

Essential Skills & Experience

• Minimum 2 years’ experience as a Paraplanner within an IFA practice
• Strong technical knowledge of pensions, investments, estate planning, and protection
• Experience supporting advisers through retirement and financial planning cases
• Excellent understanding of FCA regulations and compliance standards
• Qualified by experience
• Strong report-writing and analytical skills
• Highly organised with excellent attention to detail
• Familiarity with the following would be advantageous: Fincalc, Adviser Asset, Assureweb, FE Analytics, Transact, Standard life, Aviva.

Personal Attributes

• Professional, self-motivated, and client-focused
• Strong communication and interpersonal skills
• Able to work independently as well as collaboratively within a team
• Comfortable managing multiple priorities and deadlines
• Positive attitude with a willingness to go the extra mile
• Office-based and within reasonable travelling distance of Tonbridge (TN11)

Additional information

• Salary £30-45K per annum
• Hours of work: 9.00am – 5.00pm Monday to Friday
• 25 days holiday (4 or 5 of which to be taken between Christmas & New Year)
• Opportunity to join a supportive and ambitious firm
• A collaborative and professional working environment
• Career development and progression opportunities
• The chance to make a meaningful impact within a growing business

If you are a Paraplanner looking to take the next step in your career with a respected and growing financial planning firm, we would love to hear from you.