Paraplanner, Office Angels

Office Angels

Location:
United Kingdom, Tunbridge Wells

Category:
Finance

Contract Type:
Not provided

Salary:

33000.00 - 42500.00 GBP / Year

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Job Description:

Join Our client as a Paraplanner in Tunbridge Wells! Are you a detail-oriented financial professional looking to make your mark? Our client, a leading organisation is on the hunt for a talented Paraplanner to join their dynamic team! If you are passionate about financial planning and keen to contribute to client success, this could be the perfect opportunity for you for your next career move!

Job Responsibility:

Drafting suitability reports for pensions, investments, protection, and tax planning
Creating cash flow projections and conducting detailed financial analyses
Researching financial products and collaborating with advisers to tailor recommendations
Maintaining compliant client records and assisting with technical queries
Keeping up-to-date with regulatory changes and financial planning tools

Requirements:

A minimum of 2 years' paraplanning experience
Relevant Diploma in regulated Financial Planning
Strong knowledge of pensions, investments, protection, and taxation
Technically proficient
Excellent writing, communication, and analytical skills
Proficiency in financial planning software and Microsoft Office

What we offer:

25 days annual leave + Bank Holidays + Birthday Off
Pension
Death in Service
Cycle to work
Additional Holiday Purchase Scheme

Additional Information:

Job Posted:
August 07, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Paraplanner