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Career Paraplanner – Tonbridge – Kent, Salary: Up to £50,000 - Onsite

Financial Divisions·Tonbridge (South East England)On-site
£45 000 – £50 000 / year
Vox Summary
  • Role Responsibilities: Undertake complex suitability research, produce detailed client reports, support high-net-worth clients, and collaborate with advisers on pensions, investments, estate planning, and protection.
  • Key Requirements: Minimum 2 years' paraplanning experience in an IFA practice, strong technical knowledge, proficiency with investment platforms, and understanding of FCA compliance.
  • Conditions & Benefits: Onsite role with a salary up to £50,000, clear career progression, mentorship from an experienced Senior Paraplanner, firm-funded training, and a supportive team environment.
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Job description

Career Paraplanner – Tonbridge – Kent Salary: Up to £50,000 - Onsite We're recruiting an ambitious Career Paraplanner to join a thriving independent IFA practice in Tonbridge. This is a genuine opportunity to develop into a senior paraplanning role with expert mentorship and financial backing for your professional qualifications. If you're hungry to build real expertise in complex wealth planning and work with high-net-worth clients, this role is for you. You'll undertake complex suitability research and analysis, produce detailed client reports, and provide technical support across our client base. Working closely with our advisers, you'll handle cases involving pensions, investments, estate planning and protection—often with clients approaching or in retirement. You'll be part of a small, collaborative team where your input is valued, and your progression is actively managed. Requirements: * Minimum 2 years' paraplanning experience within an IFA practice * Strong technical knowledge: pensions, investments, estate planning, protection * Experience supporting HNW clients (retirement planning, wealth management) * Proficiency with investment platforms (Transact, Aberdeen, Quilter preferred) * Competence with cashflow modelling and technical analysis software * Solid understanding of FCA regulatory requirements and compliance * Level 4 Diploma in Financial Planning (preferred, not essential) You're proactive, detail-oriented, organised and collaborative. You communicate clearly with advisers and colleagues and aren't afraid to challenge for better client outcomes. What’s on Offer: Clear career progression to Senior Paraplanner with defined pathway One-to-one mentorship from our Chartered Senior Paraplanner (30+ years' experience) Firm-funded professional training and exam costs Small, supportive team environment Competitive salary up to £50,000 Send your CV to Jo at Financial Divisions.

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Original source
reed.co.uk
Posted
Jul 22, 2026 · true date
Last verified
2 hours ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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