Paraplanner

Let KHR help you find the perfect job candidate

Paraplanner, Tunbridge Wells, Kent, Monday to Friday 9am – 5pm, £33,000 – £42,500pa (DOE and qualification)

KHR are working with a successful financial planning firm based in the heart of Tunbridge Wells, who are looking for a highly organised and efficient Paraplanner to join the business.

Position Overview

As a Paraplanner, you will play a crucial role in supporting the firm’s advisers by preparing high-quality, compliant suitability reports, developing cash flow projections, and conducting in-depth financial analysis. Your expertise will be instrumental in ensuring that clients receive tailored, outcome-focused advice that adheres to regulatory standards.

Responsibilities of the Paraplanner

• Prepare suitability reports across pensions, investments, protection, and tax planning
• Develop cash flow projections and perform financial analysis
• Liaise with financial advisers to understand client objectives and tailor recommendations accordingly
• Maintain accurate client records and ensure documentation is fully compliant
• Assist with technical queries and complex case analysis
• Support with the development of planning strategies and financial forecasts
• Stay up-to-date with regulatory changes, industry developments, and financial planning tools and techniques

Candidate Profile

• Minimum 2 years’ experience in a paraplanning role
• Level 4 Diploma in Financial Planning (or working towards)
• Strong knowledge of pensions, investments, protection, and taxation
• Excellent report writing and communication skills
• Proficient with financial planning software and Microsoft Office
• Highly organised, with strong attention to detail

What’s On Offer

• Competitive salary, with a range of £33,000 to £42,500 depending on experience
• Hybrid working model, with 3 days in the office and 2 days working from home
• Ongoing professional development through the firm’s dedicated Academy
• Company pension scheme
• Annual leave allowance with the option to purchase up to 5 additional days of annual leave
• Supportive and collaborative team environment

KH Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. KHR – Recruitment Specialists is a trading name of KH Recruitment Ltd.

KHR is an equal opportunities employer and welcomes applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation, or age.