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For Companies At a Glance
- Tasks: Support advisers in financial planning, manage client records, and prepare reports with innovative tools.
- Company: Join a friendly Chartered Independent Financial Adviser firm in the beautiful Kent countryside.
- Benefits: Earn up to £40,000, enjoy 25 days holiday, private medical insurance, and exam support.
- Why this job: Be part of a supportive team with real progression opportunities in a growing firm.
- Qualifications: Experience in financial planning and strong communication skills are essential.
- Other info: Dog-friendly office in a rural location, perfect for nature lovers!
The predicted salary is between 32000 - 48000 £ per year.
Job Description
Are you a Paraplanner who values a close-knit team, genuine development, and a beautiful working environment?
Scion Financial Services, a Chartered Independent Financial Adviser firm, is looking for a motivated Paraplanner to join their small, friendly team based in the Kent countryside.
As part of the Black Tower Group (under Titan) and affiliated with Allied Lupton, this firm manages around £75 million AUM, delivering bespoke financial planning to a loyal client base – from young professionals and business owners to trustees and retirees.
The Paraplanner Role:
You’ll play a key part in supporting three advisers across all aspects of financial planning. This is a varied, hands-on Paraplanner position offering exposure to pensions, investments, protection, and estate planning – with real progression opportunities within a growing Chartered firm.
Key Responsibilities:
- Maintain and manage client records on WealthCraft CRM
- Process new business, valuations, and reviews
- Liaise with clients and providers to ensure cases progress smoothly
- Prepare suitability reports and documentation (with help from Advisory AI – so no endless report writing!)
- Support compliance and operational processes
- Assist advisers and management with general administrative tasks
About You:
- Previous experience in an IFA, wealth management, or financial planning firm
- Working towards or holding the Diploma in Regulated Financial Planning (Level 4)
- Strong attention to detail, communication, and organisational skills
- Professional, proactive, and happy to be part of a small, supportive team
- A car driver – the office is rural (and beautiful!) but not reachable by public transport
What’s on Offer:
- Up to £40,000 (DOE)
- 25 days holiday + Christmas shutdown
- Private medical insurance
- Pension contribution and Death in Service benefit
- Exam and study support (towards CAS, Chartered, or Will Writing qualifications)
- Dog-friendly office
If you’re a Paraplanner looking to work in a genuinely supportive Chartered firm with strong values and long-term progression, we’d love to hear from you to Laura at Financial Divisions
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Paraplanner - Lenham (near Maidstone) - Up to £40,000 DOE - Full-time, Office-based employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Lenham (near Maidstone) - Up to £40,000 DOE - Full-time, Office-based
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know someone at Scion Financial Services. A friendly chat can sometimes lead to opportunities that aren’t even advertised!
✨Tip Number 2
Prepare for the interview by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their close-knit team.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. We want you to sound confident and authentic, so don’t just memorise answers—make them your own!
✨Tip Number 4
After the interview, don’t forget to send a thank-you email! It’s a simple gesture that shows your appreciation and keeps you fresh in their minds. Plus, it’s a great way to reiterate your enthusiasm for the role.
We think you need these skills to ace Paraplanner - Lenham (near Maidstone) - Up to £40,000 DOE - Full-time, Office-based
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your previous experience in financial planning and any relevant qualifications, like the Diploma in Regulated Financial Planning.
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Share why you’re excited about joining Scion Financial Services and how you can contribute to the team. Keep it friendly and professional, just like us!
Showcase Your Attention to Detail: As a Paraplanner, attention to detail is key. In your application, mention specific examples where your organisational skills made a difference. This will show us you’re the right fit for our close-knit team.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around pensions, investments, and estate planning. Familiarise yourself with the tools they use, like WealthCraft CRM, so you can speak confidently about how you’d manage client records and support advisers.
✨Show Your Team Spirit
Since this role is all about being part of a close-knit team, be ready to share examples of how you've collaborated in previous roles. Highlight your communication skills and how you’ve contributed to a supportive work environment.
✨Ask Smart Questions
Prepare thoughtful questions that show your interest in the firm’s values and culture. Inquire about their approach to client relationships or how they support professional development, which will demonstrate your genuine interest in growing with them.
✨Be Professional Yet Approachable
While professionalism is key, don’t forget to let your personality shine through. This firm values a friendly atmosphere, so being personable can help you connect with the interviewers and show that you’d fit right in with their team.
