Paraplanner

Paraplanner Opportunity – Tonbridge

Join a forward-thinking financial planning firm where your expertise will help shape exceptional client outcomes.

We are seeking a proactive and detail-oriented career Paraplanner to join a growing team within an established IFA company. This is an exciting opportunity for an experienced professional who is passionate about financial planning and committed to delivering high-quality support to advisers and clients alike.

You will play a key role in supporting the advice process through technical research, report writing, and case preparation, helping ensure clients receive outstanding financial planning solutions.

About the Role

As a Paraplanner, you will work closely with advisers to provide technical and analytical support across a range of financial planning areas, including pensions, investments, estate planning, and protection.

This role would suit someone who thrives in a collaborative environment, takes pride in producing accurate and compliant work, and enjoys contributing to positive client outcomes.

Key Responsibilities

• Conduct financial research and analysis to support client recommendations


• Prepare suitability reports and technical documentation


• Assist advisers with pensions, investments, protection, and retirement planning cases


• Ensure all work meets FCA compliance standards and internal procedures


• Liaise with providers and platforms including Transact, Aberdeen, Quilter, and others


• Manage multiple client cases efficiently and accurately


• Support the delivery of an exceptional client experience throughout the advice journey

Essential Skills & Experience

• Minimum 2 years’ experience as a Paraplanner within an IFA practice


• Strong technical knowledge of pensions, investments, estate planning, and protection


• Experience supporting advisers through retirement and financial planning cases


• Excellent understanding of FCA regulations and compliance standards


• Level 4 Diploma in Financial Planning


• Strong report-writing and analytical skills


• Highly organised with excellent attention to detail


• Familiarity with the following would be advantageous: Fincalc, Adviser Asset, Assureweb, FE Analytics, Transact, Standard life, Aviva.

Personal Attributes

• Professional, self-motivated, and client-focused


• Strong communication and interpersonal skills


• Able to work independently as well as collaboratively within a team


• Comfortable managing multiple priorities and deadlines


• Positive attitude with a willingness to go the extra mile


• Office-based and within reasonable travelling distance of Tonbridge (TN11)

Additional information

• Salary £35-45K per annum


• Hours of work: 9.00am – 5.00pm Monday to Friday


• Opportunity to join a supportive and ambitious firm


• A collaborative and professional working environment


• Career development and progression opportunities


• The chance to make a meaningful impact within a growing business

If you are an experienced Paraplanner looking to take the next step in your career with a respected and growing financial planning firm, we would love to hear from you.

(Please note Your Resourcing Partner is acting as an Employment Agency on behalf of our client for this role).

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