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Paraplanner
Location: Tunbridge Wells, Kent
Working hours: Monday to Friday, 9am – 5pm
Salary: £33,000 – £42,500 per annum (DOE and qualification)
Position Overview
KHR is working with a successful financial planning firm based in the heart of Tunbridge Wells, seeking a highly organised and efficient Paraplanner to join their team.
Responsibilities
* Prepare suitability reports across pensions, investments, protection, and tax planning
* Develop cash flow projections and perform financial analysis
* Conduct research on financial products and providers
* Liaise with financial advisers to understand client objectives and tailor recommendations
* Maintain accurate client records and ensure documentation compliance
* Assist with technical queries and complex case analysis
* Support the development of planning strategies and financial forecasts
* Stay updated with regulatory changes, industry developments, and financial planning tools
Candidate Profile
* Minimum 2 years’ experience in a paraplanning role
* Level 4 Diploma in Financial Planning or working towards it
* Strong knowledge of pensions, investments, protection, and taxation
* Excellent report writing and communication skills
* Proficiency with financial planning software and Microsoft Office
* Highly organised with strong attention to detail
What’s On Offer
* Competitive salary (£33,000 – £42,500) based on experience
* Hybrid working model: 3 days in-office, 2 days remote
* Ongoing professional development through the firm’s Academy
* Company pension scheme
* Annual leave with the option to purchase up to 5 additional days
* Supportive and collaborative team environment
Additional Information
Please ensure your CV is well-formatted, free of errors, and up-to-date before applying. You may include a cover letter or a preface page to highlight relevant skills or experience. For CVs with heavy graphics, please submit a clean Word copy.
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