Paraplanner

Financial Divisions; Tonbridge; On-site; GBP 45,000 - 55,000; Full time

Benefits offered by this job

One-to-one mentorship

Firm-funded training

Small team environment

Competitive salary up to £50,000

Job summary

Financial Divisions in Tonbridge is recruiting an ambitious Career Paraplanner to join our independent IFA practice. You will develop into a senior paraplanning role with mentorship and support for professional qualifications.

You will conduct complex suitability research, produce detailed client reports and provide technical support across our client base, including pensions, investments, estate planning and protection for high-net-worth clients.

Qualifications

• Minimum 2 years paraplanning experience within an IFA practice.
• Strong technical knowledge: pensions, investments, estate planning, protection.
• Experience supporting HNW clients (retirement planning, wealth management).
• Proficiency with investment platforms (Transact, Aberdeen, Quilter preferred).

Responsibilities

• Undertake complex suitability research and analysis.
• Produce detailed client reports.
• Provide technical support across our client base.
• Handle cases involving pensions, investments, estate planning and protection.

Skills

Paraplanning

Technical knowledge

HNW clients experience

Investment platforms

Cashflow modelling

Regulatory knowledge

Education

Level 4 Diploma in Financial Planning

Job description

We're recruiting an ambitious Career Paraplanner to join a thriving independent IFA practice in Tonbridge. This is a genuine opportunity to develop into a senior paraplanning role with expert mentorship and financial backing for your professional qualifications.

If you're hungry to build real expertise in complex wealth planning and work with high-net-worth clients, this role is for you.

You'll undertake complex suitability research and analysis, produce detailed client reports, and provide technical support across our client base. Working closely with our advisers, you'll handle cases involving pensions, investments, estate planning and protection—often with clients approaching or in retirement.

You'll be part of a small, collaborative team where your input is valued, and your progression is actively managed.

Requirements:

• Minimum 2 years' paraplanning experience within an IFA practice
• Strong technical knowledge: pensions, investments, estate planning, protection
• Experience supporting HNW clients (retirement planning, wealth management)
• Proficiency with investment platforms (Transact, Aberdeen, Quilter preferred)
• Competence with cashflow modelling and technical analysis software
• Solid understanding of FCA regulatory requirements and compliance
• Level 4 Diploma in Financial Planning (preferred, not essential)

You're proactive, detail-oriented, organised and collaborative. You communicate clearly with advisers and colleagues and aren't afraid to challenge for better client outcomes.

What’s on Offer:

• Clear career progression to Senior Paraplanner with defined pathway
• One-to-one mentorship from our Chartered Senior Paraplanner (30+ years' experience)
• Firm-funded professional training and exam costs
• Small, supportive team environment
• Competitive salary up to £50,000