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Paraplanner

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Office Angels

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Location:
United Kingdom , Tenterden

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

We are seeking a proactive individual to join our team as a Paraplanner. This position is ideal for either a part-qualified Paraplanner progressing towards Diploma level or an experienced Paraplanner with a robust background in technical and report-writing expertise.

Job Responsibility:

  • Crafting high-quality suitability reports covering investments, pensions, protection, retirement planning, and inheritance tax planning
  • Analysing client information and conducting comprehensive technical research
  • Structuring advice that aligns with client objectives and adheres to FCA requirements
  • Maintaining precise client records and workflows using Salesforce
  • Producing cash flow modelling and planning illustrations when necessary
  • Assisting Advisers with pre and post meeting preparations
  • Collaborating on complex planning cases and addressing technical queries
  • Staying updated on regulatory and legislative changes

Requirements:

  • Experience within a UK financial planning or paraplanning environment
  • Strong understanding of the regulated advice process
  • Excellent written communication skills with a keen eye for detail
  • Ability to juggle multiple cases and meet deadlines
  • Proficient in using Salesforce or similar CRM systems
  • Part-qualified: Working towards Level 4 Diploma in Regulated Financial Planning (CII, CISI, or equivalent)
  • Or experienced: Diploma-qualified or able to showcase substantial paraplanning experience

Nice to have:

  • Experience independently writing suitability reports
  • In-depth knowledge of pensions and retirement planning
  • Familiarity with cash flow planning software
What we offer:
  • 25 days per annum + 8 Bank Holidays
  • Additional leave after 3 years service
  • Birthday Off as an extra day
  • Xmas Close
  • Annual Bonus Scheme
  • Pension
  • Private Medical Healthcare
  • Parking
  • Exam support and study funding available where required
  • Clear progression opportunities to elevate your career
  • A supportive and professional working environment

Additional Information:

Job Posted:
May 13, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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