Paraplanner

Paraplanner
Tunbridge Wells, Kent
Monday to Friday 9am - 5pm
33,000 - 42,500pa (DOE and qualification)

KHR are working with a successful financial planning firm based in the heart of Tunbridge Wells, who are looking for a highly organised and efficient Paraplanner to join the business.

Position Overview

As a Paraplanner, you will play a crucial role in supporting the firm's advisers by preparing high-quality, compliant suitability reports, developing cash flow projections, and conducting in-depth financial analysis. Your expertise will be instrumental in ensuring that clients receive tailored, outcome-focused advice that adheres to regulatory standards.

Responsibilities of the Paraplanner

- Prepare suitability reports across pensions, investments, protection, and tax planning
- Develop cash flow projections and perform financial analysis
- Conduct research and analysis on financial products and providers
- Liaise with financial advisers to understand client objectives and tailor recommendations accordingly
- Maintain accurate client records and ensure documentation is fully compliant
- Assist with technical queries and complex case analysis
- Support with the development of planning strategies and financial forecasts
- Stay up-to-date with regulatory changes, industry developments, and financial planning tools and techniques

Candidate Profile

- Minimum 2 years' experience in a paraplanning role
- Level 4 Diploma in Financial Planning (or working towards)
- Strong knowledge of pensions, investments, protection, and taxation
- Excellent report writing and communication skills
- Proficient with financial planning software and Microsoft Office
- Highly organised, with strong attention to detail

What's On Offer

- Competitive salary, with a range of 33,000 to 42,500 depending on experience
- Hybrid working model, with 3 days in the office and 2 days working from home
- Ongoing professional development through the firm's dedicated Academy
- Company pension scheme
- Annual leave allowance with the option to purchase up to 5 additional days of annual leave
- Supportive and collaborative team environment

At KHR we take care to ensure that you are represented as well as possible so it is worth checking your CV for layout, spelling and grammar as well as making sure it is up to date before you submit. If you feel you need to highlight particular qualifications, skills or relevant experience with regards to a specific role then please add a cover letter or a preface page. This does not need to be formatted in the same manner. In addition, if your CV is heavy with graphics etc, please could you also submit a "clean" copy in Word. Thank you.

KH Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. KHR - Recruitment Specialists is a trading name of KH Recruitment Ltd Keep in touch with us online for job alerts, industry updates and market...

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