Paraplanner

Are you an organised and detail‑focused Paraplanner with strong technical and communication skills?

Looking to take the next step in your career within a growing and supportive wealth management practice?

An excellent opportunity has arisen for a full-time Paraplanner to join a successful St. James’s Place Partner Practice, based at Tollgate House, Tenterden.

You will play a key role in supporting Advisers, helping to deliver high‑quality, compliant and client‑focused financial planning advice. This role would suit either apart‑qualified Paraplanner working towards Diploma levelor an experienced Paraplanner with strong report‑writing skills.

As Paraplanner, your responsibilities will include:

• Preparing high‑quality suitability reports across investments, pensions, protection, retirement planning and inheritance tax planning
• Analysing client information and carrying out detailed technical research
• Structuring advice in line with client objectives, SJP propositions and FCA requirements
• Supporting Advisers with pre‑ and post‑meeting preparation
• Producing cashflow modelling and planning illustrations where required
• Assisting with complex planning cases and technical queries
• Maintaining accurate client records, workflows and documentation using Salesforce
• Keeping up to date with regulatory, legislative and SJP proposition changes

• Has experience within a UK financial planning or paraplanning environment
• Demonstrates a strong understanding of the regulated advice process
• Has excellent written communication skills and a high level of attention to detail
• Can manage multiple cases and meet deadlines effectively
• Is confident working independently and as part of a team
• Handles sensitive client information with complete discretion

• Experience writing suitability reports independently
• Strong pensions and retirement planning knowledge
• Experience with in a St. James’s Place Partner Practice
• Experience using Salesforce or cashflow planning software

• Part‑qualified Paraplanner:
  Working towards Level 4 Diploma in Regulated Financial Planning (CII, CISI or equivalent), or
• Experienced Paraplanner:
  Diploma‑qualified or able to demonstrate substantial paraplanning experience

Exam support and study funding are available where required.

• Hours:
  
  Monday to Friday, 9am–5pm
• 25 days per annum
• After 3 years’ service, anadditionalday per year is added (up to a maximum of 30 days)
• 8 bank holidays in addition
• Christmas Closure:
  Offices closed between Christmas and New Year (leave taken from annual allowance)
• Bonus Scheme:
  Participation in the annual employee bonus scheme
• Pension:
  Employer contribution of 4%
• Private Medical Insurance:
  Offered after 1 year’s service
• Cycle to Work Scheme
• Birthday Leave:
  
  Your birthday off after 1 year’s service (if it falls on a working day)

Apply now