Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Advisers with paraplanning, research, and compliance tasks.
- Company: Join a reputable, independent financial advice firm in Kent known for their client-focused approach.
- Benefits: Enjoy a competitive salary, bonuses, hybrid work, and clear career progression.
- Why this job: This role offers a pathway to becoming an Advisor while working in a supportive team environment.
- Qualifications: You need a Level 4 Diploma in Financial Planning and around 3 years of paraplanning experience.
- Other info: Onsite parking available and a positive, flexible team culture.
The predicted salary is between 28000 - 42000 £ per year.
We are recruiting a Paraplanner with approximately 3 years of experience and a Level 4 Diploma qualification for a long-established, Kent-based independent financial advice firm. Known for their straightforward, jargon-free, and holistic approach, they have built a strong reputation with clients and local professionals. Due to internal promotions, they are now looking for a Paraplanner who is eager to follow a similar career progression.
As a Paraplanner, you’ll support a busy team of Financial Advisers, providing paraplanning services, conducting product and solution research, preparing and reviewing reports, and maintaining compliant client files. The role also involves obtaining illustrations from providers, assisting with compliance tasks, and ensuring high standards of regulatory compliance.
Key Requirements:- Level 4 Diploma in Financial Planning (essential).
- Approximately 3 years of experience as a Paraplanner.
- Strong team ethos, positive attitude, and flexibility.
- Experience in report writing, research, and client file management.
- Competitive salary and bonus.
- Clear career progression with the potential to become an Advisor.
- Hybrid working arrangement and onsite parking.
If you’re ready for this rewarding opportunity, we encourage you to apply. To discuss this further, contact Joanna at Finnancial Divisions.
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Route to Advisor, near Ashford, Hybrid, £35k + Bonus
✨Tip Number 1
Network with professionals in the financial advice sector, especially those who are already working as Paraplanners or Financial Advisers. Attend local industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the specific services and values of the firm you're applying to. Since they pride themselves on a straightforward and holistic approach, be prepared to discuss how your experience aligns with their philosophy during any informal chats or interviews.
✨Tip Number 3
Prepare to demonstrate your technical skills in paraplanning, particularly in report writing and compliance tasks. Consider bringing examples of your previous work or discussing specific challenges you've overcome in these areas to showcase your expertise.
✨Tip Number 4
Express your enthusiasm for career progression during conversations with the hiring team. Highlight your eagerness to transition into an Advisory role and how you plan to contribute to the firm's success while developing your own skills.
We think you need these skills to ace Paraplanner - Route to Advisor, near Ashford, Hybrid, £35k + Bonus
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Financial Planning and your three years of experience as a Paraplanner. Emphasise any relevant skills such as report writing, research, and client file management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the company's straightforward and holistic approach. Mention your eagerness to progress to an Advisor role and how your positive attitude and team ethos align with their values.
Highlight Relevant Experience: In your application, provide specific examples of your paraplanning services, product research, and compliance tasks. This will demonstrate your capability to support the Financial Advisers effectively.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma in Financial Planning during the interview. Discuss how your qualifications have prepared you for the role and how they align with the company's straightforward and holistic approach.
✨Demonstrate Team Spirit
Since the role requires a strong team ethos, be prepared to share examples of how you've successfully collaborated with others in previous positions. Emphasise your positive attitude and flexibility, as these traits are essential for supporting the busy team of Financial Advisers.
✨Prepare for Technical Questions
Expect questions related to paraplanning tasks such as report writing, product research, and compliance. Brush up on your knowledge and be ready to discuss specific experiences where you excelled in these areas.
✨Express Your Career Ambitions
Since this position offers a clear route to becoming an Advisor, make sure to express your career aspirations. Discuss how you envision your growth within the company and how you plan to contribute to their ongoing success.
