Paraplanner

Job in Royal Tunbridge Wells, Kent County, TN1, England, UK

Listing for: Brook Street

Full Time position
Listed on 2026-07-07

Job specializations:

Finance & Banking
Financial Analyst, Financial Reporting

Salary/Wage Range or Industry Benchmark: 35000 - 45000 GBP Yearly GBP 35000.00 45000.00 YEAR

Paraplanner (BBBH
438869) Tunbridge Wells, England

Hours:

9am-5pm Monday - Friday

Benefits: 25 days holiday + 8 bank holidays, after 3 years' service an additional day is added per year to a maximum of 30 days. Bonus Scheme. Pension. Private Medical. Birthday off each year. Free parking.

Salary:
Competitive and based on experience.

Extras:
Exam funding and study support, clear progression and a supportive working environment.

Solid paraplanning experience essential, ideally around 3 years.

Responsibilities

Preparing high-quality suitability reports across financial products
Analyse client information and conduct technical research
Structure advice in line with client objectives
Maintain accurate client records and workflows using Salesforce
Produce cashflow modelling and planning illustrations
Supporting Advisors with pre and post meeting preparation
Assist with complex planning cases and technical queries

Qualifications

You will have experience within a UK Financial Planning or Paraplanning environment, a strong understanding of regulated advice processes and excellent written and communication skills.

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