via reed · 28 May 2026 ·9 days ago

Paraplanner

Hall 17 Limited t/a Style Incorporated
Kent Full-time GBP 35,000 – 45,000
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Role

An excellent opportunity for an experienced Paraplanner to join a well-established, fast growing and highly respected Independent Financial Adviser. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. You will have an excellent track record as a Paraplanner working with an Independent Financial Adviser or Wealth Management business, using your technical expertise in all aspects of financial planning. Must have a professional attitude, with meticulous attention to detail and a solution focused mindset. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers.

Responsibilities:

  • Analyse client information from Fact Finds, existing records and meeting notes

  • Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning

  • Support advisers ahead of client meetings/reviews and analyse client’s existing portfolios

  • Research products and services to make suitable recommendations

  • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business

  • Attend client meetings with financial advisers when required

  • Work closely with all members of the team to ensure timely business processing and submission

  • Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards

  • Maintain relationships with product and service providers

  • Active involvement within the in-house Investment Committee

Requirements
  • Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma)

  • Must have at least 4 years’ experience as a Paraplanner

  • Experience with Intelliflo or other back-office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office

  • Technical competence in investments, pensions, tax allowances, protection, trusts and IHT

  • Conscientious and diligent with meticulous attention to detail

  • Excellent command of English, both verbal and in writing

  • Team player

  • Locally based or within a reasonable commutable distance from the office

This listing is from reed. View original listing ↗

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Hall 17 Limited t/a Style Incorporated

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