Are you an organised and detail‑focused Paraplanner with strong technical and communication skills?
Looking to take the next step in your career within a growing and supportive wealth management practice?
We are recruiting for a Paraplanner on behalf of our client a successful St. James’s Place Partner Practice, based in Tenterden.
You will play a key role in supporting Advisers, helping to deliver high‑quality, compliant and client‑focused financial planning advice. This role would suit either a part‑qualified Paraplanner working towards Diploma level or an experienced Paraplanner with strong report‑writing skills.
The Role
As Paraplanner, your responsibilities will include:
* Preparing high‑quality suitability reports across investments, pensions, protection, retirement planning and inheritance tax planning
* Analysing client information and carrying out detailed technical research
* Structuring advice in line with client objectives, SJP propositions and FCA requirements
* Supporting Advisers with pre‑and post‑meeting preparation
* Producing cashflow modelling and planning illustrations where required
* Assisting with complex planning cases and technical queries
* Maintaining accurate client records, workflows and documentation using Salesforce
* Keeping up to date with regulatory, legislative and SJP proposition changes
We Are Looking for Someone Who:
* Has experience within a UK financial planning or paraplanning environment
* Demonstrates a strong understanding of the regulated advice process
* Has excellent written communication skills and a high level of attention to detail
* Can manage multiple cases and meet deadlines effectively
* Is confident working independently and as part of a team
* Handles sensitive client information with complete discretion
Desirable (but not essential):
* Experience writing suitability reports independently
* Strong pensions and retirement planning knowledge
* Experience within a St. James’s Place Partner Practice
* Experience using Salesforce or cashflow planning software
Qualifications
* Part‑qualified Paraplanner: Working towards Level 4 Diploma in Regulated Financial Planning (CII, CISI or equivalent), or
* Experienced Paraplanner: Diploma‑qualified or able to demonstrate substantial paraplanning experience
Exam support and study funding are available where required.
Benefits & Additional Information
* Hours: Monday to Friday, 9am–5pm
* Annual Leave: 25 days per annum. After 3 years’ service, an additional day per year is added (up to a maximum of 30 days)
* 8 bank holidays in addition
* Christmas Closure: Offices closed between Christmas and New Year (leave taken from annual allowance)
* Bonus Scheme: Participation in the annual employee bonus scheme
* Pension: Employer contribution of 4%
* Private Medical Insurance: Offered after 1 year’s service
* Cycle to Work Scheme
* Birthday Leave: Your birthday off after 1 year’s service (if it falls on a working day)
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