Paraplanner
$35,000–$45,000 year
On-siteAshford Kent, England, United Kingdom
Job Summary
Formulate advice through detailed research and technical analysis, producing compliant suitability reports and letters across investments, pensions, inheritance tax, and trust planning. Prepare cashflow modelling and planning forecasts while providing technical research support to advisers and senior management. Contribute to enhancing paraplanning processes, supporting change initiatives, and liaising with compliance to maintain file quality in line with FCA requirements. Manage complex cases ensuring technical accuracy and consistency across a growing organisation. This role offers structured professional development support with progression towards advanced qualifications such as Chartered status.
Required Qualifications
- Diploma in Regulated Financial Planning (or equivalent), or near completion
- Previous paraplanning experience
- Experience within a financial advice or wealth management environment
- Strong technical knowledge of pensions, investments, taxation and protection
- Proven ability to produce accurate, compliant and client-focused suitability reports
- Excellent understanding of FCA regulations and advice standards
- High attention to detail and strong commitment to technical accuracy
- Strong analytical and problem-solving capability, particularly for complex planning scenarios
- Effective written and verbal communication skills
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
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