Paraplanner
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Job Description
Job Details
Updated: Thu, Aug 07, 2025 12:56 PM
Paraplanner
Tunbridge Wells, Kent
Monday to Friday 9am โ 5pm
ยฃ33,000 โ ยฃ42,500pa (DOE and qualification)
KHR are working with a successful financial planning firm based in the heart of Tunbridge Wells, who are looking for a highly organised and efficient Paraplanner to join the business.
Position Overview
As a Paraplanner, you will play a crucial role in supporting the firmโs advisers by preparing high-quality, compliant suitability reports, developing cash flow projections, and conducting in-depth financial analysis. Your expertise will be instrumental in ensuring that clients receive tailored, outcome-focused advice that adheres to regulatory standards.
Responsibilities of the Paraplanner
โ Prepare suitability reports across pensions, investments, protection, and tax planning
โ Develop cash flow projections and perform financial analysis
โ Conduct research ...