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Paraplanner – Tunbridge Wells (Hybrid: 3 Days Office / 2 Days Home)Supporting 3 Independent Financial Advisers
Are you a detail-oriented Paraplanner looking to join a dynamic and supportive team? We’re seeking a skilled individual to provide high-quality research and report writing support to three experienced Independent Financial Advisers in central Tunbridge Wells.
Key Responsibilities
- Prepare detailed and compliant financial planning reports
- Conduct in-depth product and investment research
- Use financial planning tools including FE Analytics and CashCalc
- Collaborate closely with advisers to ensure client needs are met
- Maintain up-to-date knowledge of financial products, legislation, and industry trends
What We’re Looking For
- Previous experience in a paraplanning role
- Strong analytical and written communication skills
- Familiarity with FE Analytics and CashCalc (preferred)
- Progress toward or interest in financial planning qualifications (e.g., Diploma in Financial Planning)
What We Offer
- Hybrid working model: 3 days in Tunbridge Wells office, 2 days from home
- Extensive benefits package including pension, healthcare, and more
- Full support for professional study and career development
- A collaborative and inclusive working environment
