Senior Paraplanner

Eden Rose; Tandridge; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

A leading wealth management firm based in Kent is looking for a Senior Paraplanner to join their team. This hybrid role involves preparing suitability reports, conducting product research, and supporting advisers with tailored investment recommendations. Candidates should have a Level 4 Diploma in Financial Planning and proven experience in a Paraplanning role. Enjoy a friendly working environment with benefits including competitive salary, holiday, and professional development opportunities.

Benefits

24 days' holiday plus bank holidays

Company pension scheme

Private medical insurance

Financial planning services

Health & wellbeing programme

Free on-site parking

Sponsorship for professional exams with paid study leave

Qualifications

• Proven experience in a Paraplanning or similar technical support role within financial planning.
• Strong working knowledge of pensions and investment products.

Responsibilities

• Prepare detailed suitability reports and technical research for advisers.
• Support advisers in delivering tailored investment and pension recommendations.
• Conduct thorough product research and fund analysis.
• Maintain accurate client records and ensure compliance with internal processes.
• Contribute to process improvements within the Paraplanning function.

Skills

Attention to detail

Analytical skills

Proactive approach

Strong communication skills

Education

Level 4 Diploma in Financial Planning

Job description

Senior Paraplanner – Kent (Hybrid)

£40,000 - £55,000

Our client is a well-established Wealth Management practice based in Kent, offering expert advice on pensions, investments, and broader financial planning.

This is an excellent opportunity for an experienced Paraplanner looking to further develop their technical knowledge within a supportive, sociable, and collaborative team. You'll benefit from full administrative support and clear communication channels between Paraplanning and Advisory teams, enabling you to focus on delivering high‑quality, compliant, and client‑focused work.

Responsibilities

• Prepare detailed suitability reports and technical research for advisers.
• Support advisers in delivering tailored investment and pension recommendations.
• Conduct thorough product research and fund analysis.
• Maintain accurate client records and ensure compliance with internal processes.
• Contribute to process improvements within the Paraplanning function.

Benefits

• £40,000 - £55,000
• Hybrid working: In on Monday and then one other day minimum
• Hours: 8.30am to 5pm
• Friendly, positive working environment
• 24 days' holiday plus bank holidays (discretionary office closure at Christmas)
• Birthday holiday
• Company pension scheme
• Private medical insurance
• Financial planning services
• Health & wellbeing programme
• Free on-site parking
• Sponsorship for relevant professional exams and paid study leave

Qualifications

• Proven experience in a Paraplanning or similar technical support role within financial planning.
• Strong working knowledge of pensions and investment products.
• Excellent attention to detail and analytical skills.
• Level 4 Diploma in Financial Planning (or close to) - CII/CISI/LIBF
• A proactive, collaborative approach and strong communication skills.

Apply today to be considered for this Senior Paraplanner opportunity. If suitable, one of our specialist consultants will contact you to discuss your experience, motivations, and career goals before presenting your details to the client. We may also recommend other opportunities that align with your background and aspirations.