Paraplanner Work, Jobs in Tenterden, Ken (with Salaries)

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- Full-time
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Paraplanner

Burfields House Wealth Management
Tenterden

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Job details

Full-time

Benefits

Cycle to work scheme
Annual leave
Company pension
Private medical insurance
Paid volunteer time

Qualifications

Financial planning
Pension
Report writing
Salesforce
IT
Communication skills
Certificate in Insurance

Full job description

Job Advert

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 our 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.

About Us

St. James’s Place Wealth Management plc (SJP) is a leading and highly regarded wealth management company, providing investment, retirement and financial planning solutions to a high‑net‑worth client base.

Our practice is well established, highly successful and continuing to grow, with a strong focus on professionalism, development and delivering an excellent client experience.

The Role

As Paraplanner, your responsibilities will include:

Preparing high‑quality suitability reports across investments, pensions, protection, retirement planning and inheritance tax planning
Analysing client information and carrying out detailed technical research
Structuring advice in line with client objectives, SJP propositions and FCA requirements
Supporting Advisers with pre‑ and post‑meeting preparation
Producing cashflow modelling and planning illustrations where required

Assisting with complex planning cases and technical queries
Maintaining accurate client records, workflows and documentation using Salesforce
Keeping up to date with regulatory, legislative and SJP proposition changes

We Are Looking for Someone Who:

Has experience within a UK financial planning or paraplanning environment
Demonstrates a strong understanding of the regulated advice process
Has excellent written communication skills and a high level of attention to detail
Can manage multiple cases and meet deadlines effectively
Is confident working independently and as part of a team
Handles sensitive client information with complete discretion

Desirable (but not essential):

Experience writing suitability reports independently
Strong pensions and retirement planning knowledge
Experience within a St. James’s Place Partner Practice
Experience using Salesforce or cashflow planning software

Qualifications

Part‑qualified Paraplanner: Working towards Level 4 Diploma in Regulated Financial Planning (CII, CISI or equivalent), or
Experienced Paraplanner: Diploma‑qualified or able to demonstrate substantial paraplanning experience

Exam support and study funding are available where required.

Benefits & Additional Information

Hours:Monday to Friday, 9am–5pm
Annual Leave:
- 25 days per annum
- After 3 years’ service, anadditionalday per year is added (up to a maximum of 30 days)
- 8 bank holidays in addition
Christmas Closure: Offices closed between Christmas and New Year (leave taken from annual allowance)
Bonus Scheme: Participation in the annual employee bonus scheme
Pension: Employer contribution of 4%
Private Medical Insurance: Offered after 1 year’s service
Cycle to Work Scheme
Birthday Leave:Your birthday off after 1 year’s service(if it falls on a working day)
Paid Volunteering Day

Apply Now

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