Paraplanner
other jobs noImageCompanyTwo
Added before 9 Days
- England,South East,Kent,Maidstone
- Full Time, Permanent
- Salary negotiable
Job Description:
Job Title: Paraplanner
Location: Maidstone (Hybrid Working)
Salary: Negotiable, dependent on experience and Qualifications
A well-established and growing financial planning firm is seeking an experienced Paraplanner to join their expanding team. This is an excellent opportunity for a technically strong individual who enjoys working closely with Financial Advisers and producing high-quality, compliant advice documentation.
The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients’ objectives.
This role also offers structured training and development support with an option to progress towards advising available in the future.
Key Responsibilities
*Produce comprehensive, compliant financial planning reports for advisers to present to clients
*Conduct technical research on products, providers, and planning solutions
*Support advisers with client reviews, queries, and ongoing servicing requirements
*Act as a point of contact for day-to-day client and adviser support queries
*Prepare client review packs and obtain illustrations as required
*Keep up to date with financial planning legislation, products, compliance requirements and industry developments
Key Requirements
*Previous experience within a Financial Advice / Wealth Management firm
*Strong paraplanning and report-writing experience is essential
*Diploma in Financial Planning (or working towards) is desirable, though not essential.
*Highly organised with the ability to manage and prioritise workloads effectively
*High attention to detail with the ability to produce accurate, well-structured reports and correspondence
Benefits
*Hybrid Working Available
*Support and funding for professional industry qualifications
*Up to 30 days annual leave with holiday purchase (plus bank holidays)
*Structured in-house training and development support
*Annual salary review
*Additional Birthday day off
*Life assurance and pension scheme
*Clear progression opportunities, including the option to progress into an Adviser role
Location: Maidstone (Hybrid Working)
Salary: Negotiable, dependent on experience and Qualifications
A well-established and growing financial planning firm is seeking an experienced Paraplanner to join their expanding team. This is an excellent opportunity for a technically strong individual who enjoys working closely with Financial Advisers and producing high-quality, compliant advice documentation.
The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients’ objectives.
This role also offers structured training and development support with an option to progress towards advising available in the future.
Key Responsibilities
*Produce comprehensive, compliant financial planning reports for advisers to present to clients
*Conduct technical research on products, providers, and planning solutions
*Support advisers with client reviews, queries, and ongoing servicing requirements
*Act as a point of contact for day-to-day client and adviser support queries
*Prepare client review packs and obtain illustrations as required
*Keep up to date with financial planning legislation, products, compliance requirements and industry developments
Key Requirements
*Previous experience within a Financial Advice / Wealth Management firm
*Strong paraplanning and report-writing experience is essential
*Diploma in Financial Planning (or working towards) is desirable, though not essential.
*Highly organised with the ability to manage and prioritise workloads effectively
*High attention to detail with the ability to produce accurate, well-structured reports and correspondence
Benefits
*Hybrid Working Available
*Support and funding for professional industry qualifications
*Up to 30 days annual leave with holiday purchase (plus bank holidays)
*Structured in-house training and development support
*Annual salary review
*Additional Birthday day off
*Life assurance and pension scheme
*Clear progression opportunities, including the option to progress into an Adviser role
Job number 3431088
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