Paraplanner

Financial Divisions; Royal Tunbridge Wells; On-site; GBP 28,000 - 55,000; Full time

Benefits offered by this job

Close director collaboration

Broad role

Friendly environment

Job summary

Financial Divisions in Tunbridge Wells is seeking an experienced IFA professional to act as a right-hand person to one of the directors, supporting advisory work and administration. This varied role blends adviser support with technical financial planning, offering ownership of client requirements and the chance to contribute across the full advice process in a friendly, established practice.

You will manage meetings, liaise with clients and providers, carry out pension and investment research,

Qualifications

• Experience within an IFA or financial planning practice is essential.
• Experience as a Senior IFA Administrator, Financial Planning Administrator, Adviser Support professional or Administrator/Paraplanner.
• Strong understanding of the financial advice process.
• Excellent administration and organisational skills.
• Good technical knowledge of pensions, investments and financial planning.
• Experience in paraplanning, technical research and/or suitability reports is a plus.
• Excellent attention to detail and ability to manage competing priorities.
• Confident, professional manner with clients and providers.
• Ability to work independently and take ownership.
• Flexible attitude and willingness to get involved.

Responsibilities

• Provide dedicated day-to-day support to one of the directors.
• Manage the adviser’s workload, administration and workflow.
• Organise client meetings, reviews and follow-ups.
• Liaise with clients, providers and third parties.
• Manage new business and applications.
• Support client servicing and ongoing reviews.
• Carry out pension and investment research.
• Prepare suitability reports and financial planning documentation.
• Maintain accurate, compliant client records.
• Track outstanding tasks and deadlines.
• Take ownership and provide proactive support.
• Assist with ad hoc technical and administrative work.

Skills

IFA experience

Paraplanning exposure

Pensions & investments knowledge

Attention to detail

Client & provider liaison

Job description

Senior IFA Administrator / Junior Paraplanner – Tunbridge Wells

An established and growing financial planning practice in Tunbridge Wells is looking for an experienced IFA professional to work closely with one of the directors as their right-hand person.

This is a varied, hands-on role, combining adviser support and administration with technical financial planning work. It would suit someone who enjoys being involved in all aspects of the advice process and taking ownership.

This is not a purely Paraplanning role. You’ll work closely with the adviser, managing client requirements and helping ensure everything runs smoothly.

The role

• Provide dedicated day-to-day support to one of the directors.
• Manage the adviser’s workload, administration and workflow.
• Organise client meetings, reviews and follow-ups.
• Liaise with clients, providers and third parties.
• Manage new business and applications.
• Support client servicing and ongoing reviews.
• Carry out pension and investment research.
• Prepare suitability reports and financial planning documentation.
• Maintain accurate, compliant client records.
• Track outstanding tasks and deadlines.
• Take ownership and provide proactive support.
• Assist with ad hoc technical and administrative work.

You’ll ideally have:

• Previous experience within an IFA or financial planning practice – essential.
• Experience as a Senior IFA Administrator, Financial Planning Administrator, Adviser Support professional or Administrator/Paraplanner.
• A good understanding of the financial advice process.
• Strong administration and organisational skills.
• Good technical knowledge of pensions, investments and financial planning.
• Some experience of Paraplanning, technical research and/or suitability reports.
• Excellent attention to detail and the ability to manage competing priorities.
• A confident, professional manner with clients and providers.
• The ability to work independently and take ownership.
• A flexible attitude and willingness to get involved.

What's on offer

• Close working relationship with a director and the opportunity to become a key part of the business.
• A broad role combining administration, adviser support and technical financial planning.
• A friendly, established financial planning environment.

If you're an experienced IFA professional looking for a broad and varied role where you can use both your technical and administrative skills, this could be a great fit.