Paraplanner (Client facing)

Job description

Paraplanner (Client facing)

Sevenoaks, Kent

C £45000 - £50000 + Bonus/Benefits

The Opportunity

Superb opportunity to join a firm of successful Chartered Planners who are entering their second decade of development having experienced both year on year growth and the development of a network of introducers who have helped them build on their AUM, currently AUM per client is c £900k. The environment you will work in will be one that every member has a voice in the practice and regular team meetings will appreciate your input, and full support is given for personal growth/development. You will be diploma qualified, but every assistance will be given for you to achieve Chartered status as quicky as possible.

The Role

As the Paraplanner, duties will include (but not be limited to):

Conducting research based on meeting clients financial needs and objectives

Understanding investment portfolio analysis

Compiling investment/pension/protection illustrations and documentation

Creating and preparing technical suitability reports

Ensuring FCA regulations and compliance are met

Supporting with ad hoc projects and tasks where required

Reviewing and understanding existing scheme information from providers.

Using research tools / systems to complete detailed analysis – FE Analytics

Voyant cash flow modelling

Complying with the relevant compliance, TCF, T&C and, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times

About you

• Experience in a senior paraplanning or technical role gained within an advisory practice
• Qualified to a minimum of diploma standard, with a desire to continue towards Chartered status
• Overall knowledge of key areas of financial planning and advice – Pensions (including switching and pension sharing orders), Investments, IHT and Estate planning and personal and business protection.
• The ability to understand and interpret a cash flow forecast and summarise the key points
• An understanding of writing styles, grammar, punctuation, avoidance of jargon and an understanding of the audience
• The ability to interpret complex planning into clear and concise reports
• Able to understand and apply FCA suitability requirements
• Competent using and presenting with FE Analytics and Voyant software
• Experience of, and being comfortable participating in client facing meetings with advisers

In summary

This is a fantastic opportunity for a talented, professional Paraplanner looking to join a successful yet growing Chartered IFA practice which will fully support you to achieve chartered status in due course and become a valued member if a highly talented business

If this is opportunity is of interest, please either call Jim Maddison on 07976 428618 or send a copy of your CV to jim.m@financialdivisions.co.uk

Extra information

Status

Open

Education Level

Secondary School

Location

Sevenoaks

Type of Contract

Full-time jobs

Published at

04-04-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English