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Paraplanner
Job Posted: a month ago
Salary: £ 40,000 - 50,000 / Annum
Job Type: Permanent
Location: Tonbridge
Expire in: 2 hours
Job Description
Paraplanner
Location: Tonbridge
Contract: Permanent
Salary: £40,000 - £50,000 per annum
Start Date: Flexible
Contact: (url removed)
Job Description
Service Care Solutions are recruiting for an experienced Paraplanner to join an established independent financial planning firm based in Tonbridge. The firm provides independent financial advice to individuals, families, and businesses with a strong emphasis on long-term client relationships and personalised financial planning.
As a Paraplanner, you will support Financial Planners by preparing high-quality technical research and documentation, including annual suitability reports, helping ensure clients receive clear, compliant, and well-structured financial planning advice.
Key Responsibilities
Prepare annual suitability reports and financial planning documentation.
Conduct detailed research across pensions, investments, and protection solutions.
Analyse client information and assist advisers in developing appropriate financial planning strategies.
Produce supporting documentation and analysis for client meetings.
Work closely with Financial Planners to ensure client recommendations are technically robust and compliant.
Liaise with product providers to obtain illustrations, valuations, and technical data.
Ensure client records and documentation are maintained accurately.Candidate Criteria
Level 4 Diploma in Financial Planning (DipPFS) or equivalent.
Proven experience working as a Paraplanner within a financial planning or IFA firm.
Strong knowledge of pensions, investments, and financial planning processes.
Experience producing suitability reports and supporting financial advisers.
Excellent attention to detail and strong technical understanding.If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed)
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completedBefore You Apply
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