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Financial Services

Tunbridge Wells


Type of Position: Paraplanner - Tunbridge Wells
Pay: £35k - £42k

Paraplanner - Tunbridge Wells

Our client is looking for an experienced Paraplanner to join their expanding team based in Tunbridge Wells, Kent. This position can be either full or part-time, and our client offers very flexible working arrangements. Due to their office location, it is recommended that you can drive - they have a luxurious office space, with a gym and on-site restaurant. Ideally, we are looking for a level 4 qualified paraplanner.


Main Job Purpose:

To support advisers in providing compliant advice to clients. 



  • Assist financial advisors in preparing financial plans and investment strategies for clients
  • Conduct research on investment products, market trends, and economic conditions
  • Prepare reports and presentations for client meetings
  • Assess client portfolios and make recommendations for adjustments
  • Assist with the implementation of investment strategies and the monitoring of client accounts
  • Peer review case checking
  • Maintain accurate client records and documentation
  • Collaborate with other team members to provide exceptional service to clients
  • Some general administrative duties



  • Strong analytical and problem-solving skills
  • Excellent attention to detail and organisational abilities
  • Proficient in financial planning software and tools
  • Knowledge of investment products and financial markets
  • Strong written and verbal communication skills
  • Ability to work independently and as part of a team
  • Excellent time management skills


If you are interested in this position then please forward your CV to 

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