Overview
Paraplanner Jobs in Royal Tunbridge Wells, England, United Kingdom at Eden Rose
Title: Paraplanner
Company: Eden Rose
Location: Royal Tunbridge Wells, England, United Kingdom
Job Ref
90729
Location
Tunbridge Wells
Salary
£35,000 – £45,000 Per Annum
Employment Type
Permanent
- Location: Tunbridge Wells, Kent
- Type: Permanent
- Job #90729
- Salary: £35,000 – £45,000 Per Annum
Paraplanner
Location: Tunbridge Wells, Kent
Salary: Competitive salary + benefits (DOE)
Full-time | Hybrid working available
The Opportunity
An established and highly respected Independent Financial Advice (IFA) firm based in Tunbridge Wells is seeking an experienced Paraplanner to join their growing team.
This is a fantastic opportunity for a detail-oriented and technically strong paraplanner to work closely with Financial Advisers, supporting the delivery of high-quality financial planning advice to a loyal client base.
You’ll be part of a collaborative and professional environment, with real opportunity for career development and further qualifications.
The Role
As a Paraplanner, you will play a key role in supporting advisers by preparing compliant, accurate, and well-structured financial reports.
Key Responsibilities Include
- Producing suitability reports across pensions, investments, and protection
- Conducting research and analysis to support financial planning recommendations
- Preparing cashflow modelling outputs (where applicable)
- Liaising with advisers, administrators, and product providers
- Ensuring all documentation meets FCA compliance standards
- Reviewing client portfolios and making recommendations for improvements
- Supporting advisers in client meetings where required
About You
To be successful in this role, you will have:
- Previous experience working as a Paraplanner within an IFA or wealth management firm
- Strong technical knowledge across pensions, investments, and protection products
- Experience writing suitability reports
- Level 4 Diploma qualified (or working towards)
- Excellent attention to detail and organisational skills
- Strong communication skills, both written and verbal
- Ability to manage workload and meet deadlines
What’s On Offer
- Competitive salary depending on experience
- Hybrid working model
- Support with further professional qualifications
- Friendly and supportive team environment
- Long-term career progression opportunities
- Comprehensive benefits package
How To Apply
If you’re an experienced Paraplanner looking to join a forward-thinking firm in Tunbridge Wells, we’d love to hear from you.
Apply now to be considered or contact us for a confidential discussion.
