Paraplanner hybrid working

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