Are you an organised and detail‑focused Paraplanner with strong technical and communication skills?
Looking to take the next step in your career within a growing and supportive wealth management practice?
An excellent opportunity has arisen for a full-time Paraplanner to join a successful St. James’s Place Partner Practice, based at Tollgate House, Tenterden.
You will play a key role in supporting Advisers, helping to deliver high‑quality, compliant and client‑focused financial planning advice. This role would suit either a part‑qualified Paraplanner working towards Diploma level or an experienced Paraplanner with strong report‑writing skills.
The Role
As Paraplanner, your responsibilities will include:
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Preparing high‑quality suitability reports across investments, pensions, protection, retirement planning and inheritance tax planning
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Analysing client information and carrying out detailed technical research
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Structuring advice in line with client objectives, SJP propositions and FCA requirements
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Supporting Advisers with pre‑ and post‑meeting preparation
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Producing cashflow modelling and planning illustrations where required
