At a Glance
- Tasks: Conduct complex research, produce client reports, and support advisers in a collaborative team.
- Company: Small, friendly IFA practice in Tonbridge with a focus on mentorship.
- Benefits: Up to £50,000 salary, exam costs covered, and clear career progression.
- Other info: Office-based with flexible work-from-home options after settling in.
- Why this job: Join a supportive team and grow your career in financial planning with experienced mentors.
- Qualifications: Minimum two years' paraplanning experience and understanding of FCA regulations.
The predicted salary is between 50000 - 50000 £ per year.
Paraplanner Tonbridge, Kent Up to £50,000 Based in Tonbridge and working within a small, collaborative IFA practice, the position offers clear progression towards a senior paraplanning role alongside mentorship from a Chartered Senior Paraplanner with over thirty years of experience in the profession.
You will be carrying out complex suitability research and analysis, producing client reports and providing technical support to the adviser team.
The client base is weighted towards high-net-worth individuals (HNW) approaching or in retirement, so a solid working knowledge of pensions, investments, estate planning and protection is important.
The practice works across a number of platforms including Transact, Aberdeen and Quilter, and experience with cashflow modelling and technical analysis software will be expected.
A Level 4 Diploma is preferred but not essential.
What matters more is a minimum of two years' paraplanning experience within an IFA environment and a sound understanding of FCA regulatory requirements.
The firm will cover the cost of any exams or training you undertake, and progression within the role is clearly mapped out rather than left to chance.
The role is predominantly office based in Tonbridge, with the possibility of working from home one or two days a week once you are settled in after an initial period. (24069/LJ)c272c101-f45c-4783-b4a0-50ad222b87c0
Paraplanner in Kent employer: Financial Divisions LLP
As a Paraplanner in our Tonbridge office, you will thrive in a supportive and collaborative environment that prioritises your professional growth. With mentorship from an experienced Chartered Senior Paraplanner and a clear pathway to senior roles, we ensure that your career development is both structured and rewarding. Our commitment to covering the costs of your exams and training, combined with the flexibility of occasional remote work, makes us an exceptional employer for those seeking meaningful and impactful careers in financial advice.
