At a Glance
- Tasks: Conduct complex research and analysis for high-net-worth clients in wealth planning.
- Company: Thriving independent IFA practice in Tonbridge with a supportive culture.
- Benefits: Competitive salary, mentorship, firm-funded training, and clear career progression.
- Other info: Join a small, collaborative team where your contributions are valued.
- Why this job: Gain expertise in wealth planning while making a real impact on clients' financial futures.
- Qualifications: Minimum 2 years' paraplanning experience and strong technical knowledge in finance.
The predicted salary is between 40000 - 45000 £ per year.
- Career Paraplanner
- Tonbridge
- Kent
Salary: Up to £50,000 - Onsite 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 protectionoften 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.
Whats 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 Send your CV to Joanna at Financial Divisions.
JTRA1_UKTJ
Paraplanner in Kent employer: Financial Divisions (City) LLP
Join a highly regarded financial planning firm in Bristol as a Finance Administrator, where you'll be part of a supportive team dedicated to delivering exceptional client experiences. With a focus on employee growth, the company offers comprehensive benefits, including full study support for professional qualifications, hybrid working arrangements, and excellent career progression opportunities. This is an ideal environment for those seeking meaningful work in a fun and dynamic setting.
Contact Details:
Financial Divisions (City) LLP Recruitment Team
