Paraplanner hybrid working - Reed : Job Details

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