Job Description
Diploma Qualified Paraplanner
Location: Near Sevenoaks, Kent
Employment Type: Full-Time
Salary: Up to £45,000 (Dependent on Experience)
A respected and client-focused financial planning firm in near Sevenoaks is seeking a talented and detail-oriented Paraplanner to join their team. This is an exciting opportunity for a paraplanner looking to support a growing firm and contribute to delivering exceptional client service in a collaborative and dynamic environment.
As a Paraplanner, you will work closely with financial advisers to understand client needs, conduct in-depth research, and prepare detailed and compliant suitability reports. Your technical analysis will help ensure that all recommendations are aligned with clients' financial goals and regulatory standards. You will also assist with preparing client reviews and maintain accurate client records in accordance with FCA regulations.
Key Responsibilities:
Collaborate with financial advisers to understand client objectives and planning needs
Conduct detailed research and analysis on investments, pensions, tax planning, protection, and estate planning strategies
Prepare clear, compliant suitability reports and recommendations
Liaise with product providers and ensure accurate record-keeping in line with regulatory requirements
Assist in preparing client review reports and annual financial reviews
Stay up to date with financial legislation changes and product offerings
Provide technical support and assist in improving paraplanning processes
Requirements:
Diploma in Financial Planning (DipPFS or equivalent); progression toward Chartered status desirable
At least 2 years of experience in a paraplanning or technical support role within an IFA or financial planning firm
Strong understanding of financial planning principles (pensions, investments, tax, protection)
Excellent communication skills (both written and verbal)
High attention to detail and accuracy
Strong time management skills and ability to work under pressure
Proficiency with financial planning software (e.g., Intelligent Office, FE Analytics, Cashflow Modelling tools)
Benefits:
Competitive salary up to £45,000, depending on experience
Ongoing professional development support and study assistance
Collaborative and supportive working environment
Flexible working arrangements available
Opportunity for career progression within a growing and forward-thinking firm
If you are a motivated and experienced Paraplanner seeking a rewarding opportunity in a client-centric firm, we would love to hear from you. Apply today for a chance to join a respected team near Sevenoaks.
To apply, please send your CV to: