Paraplanner – Tunbridge Wells (Hybrid: 3 Days Office / 2 Days Home)Supporting 3 Independent Financial Advisers
Are you a detail-oriented Paraplanner looking to join a dynamic and supportive team? We’re seeking a skilled individual to provide high-quality research and report writing support to three experienced Independent Financial Advisers in central Tunbridge Wells.
Key Responsibilities
* Prepare detailed and compliant financial planning reports
* Conduct in-depth product and investment research
* Use financial planning tools including FE Analytics and CashCalc
* Collaborate closely with advisers to ensure client needs are met
* Maintain up-to-date knowledge of financial products, legislation, and industry trends
What We’re Looking For
* Previous experience in a paraplanning role
* Strong analytical and written communication skills
* Familiarity with FE Analytics and CashCalc (preferred)
* Progress toward or interest in financial planning qualifications (e.g., Diploma in Financial Planning)
What We Offer
1. Hybrid working model: 3 days in Tunbridge Wells office, 2 days from home
2. Extensive benefits package including pension, healthcare, and more
3. Full support for professional study and c...