Paraplanner jobs in Kent

You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Paraplann...

You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.

You will be supported by their team of Administrators, T&C and compliance, all working in-house together to create the best outcomes for clients.

You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In your role as a Paraplann...

You will be joinging a privately owned firm of independent financial advisers. It supports private individuals, companies, trusts and charities with advice on wealth management, retirement, auto enrolment, mortgages and tax planning. The successful paraplanner applicant will join their existing 12 strong support team using XPlan.

Job Details Updated: Thu, Aug 07, 2025 12:56 PM Paraplanner Tunbridge Wells, Kent Monday to Friday 9am – 5pm £33,000 – £42,500pa (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...

Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK.Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.They are award winning, regularly in the financial press and are PE backed for further growth & acquisition, there has never been a...

PSM Recruitment are working with a well established, family owned IFA, with over 20 years’ experience in the financial sector. They are seeking a full time Paraplanner or Paraplanner/ Advisor to help them manage and continue to grow their professional and ethical practice. This is a great opportunity for someone who is looking to become an adviser as in the long term they are seeking a person to...

A leading Wealth Management firm in Maidstone is seeking a Paraplanner to write financial planning reports and assist Planners with client requests. The ideal candidate should possess strong research and client communication skills. The role offers a competitive salary of around £50,000, along with 25 days of holiday, life assurance, and a pension. There are also opportunities for career...

You will have full administration support behind you, along with open lines of communication between the Paraplanning team and Advisory staff. What is required to be considered? Proven experience within a Paraplanning positionComprehensive knowledge of Pensions and Investments products Level 4 Diploma qualified (desirable)

Wealth Management Compliance AdministratorDo you get real satisfaction from perfectly completed CFRs, accurate Salesforce records and knowing everything is 100% compliant?Have you previously worked within a St. James’s Place (SJP) Practice and want a role where your compliance skills genuinely matter?We are looking for a Compliance Administrator to join a successful and growing SJP practice based...

You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.

You will be supported by their team of Administrators, T&C and compliance, all working in-house together to create the best outcomes for clients.

We are currently recruiting for a Chartered Financial Planning practice in Tunbridge Wells who are looking to recruit a Paraplanner to join their team. ROLE To assist advisers in all aspects of providing advice to clients. KEY FUNCTIONS & RESPONSIBILITIES 1. Product ResearchThe technical and practical evaluation of products within the range specified in your personal job description; sharing...

PSM Recruitment is looking for an experienced Senior Administrator / Junior Paraplanner for our client based in Folkestone. This is an excellent opportunity for someone who enjoys responsibility, takes pride in high-quality work, and wants to demonstrate they can successfully run the administration function of a small office while managing and supporting others.Reporting directly to the Senior...

Compliance Administrator – Partner Practice of St. James’s Place - Detail-Driven, Process-Focused RoleDo you get real satisfaction from perfectly completed CFRs, accurate Salesforce records and knowing everything is 100% compliant?Have you previously worked within a St. James’s Place (SJP) Practice and want a role where your compliance skills genuinely matter?We are looking for a Compliance...

You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.

You will be supported by their team of Administrators, T&C and compliance, all working in-house together to create the best outcomes for clients.

We are currently recruiting for a well-established firm of Financial Advisers based in Canterbury that are looking for an experienced Paraplanner to join their team. They are currently looking for an experienced Paraplanner with experience in writing complex financial planning reports on issues such as Trust Planning, IHT Planning, Pensions, Investments and Wealth Management. This is a...

You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.

You will be supported by their team of Administrators, T&C and compliance, all working in-house together to create the best outcomes for clients.

You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all xbpsjku parties. Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap.

We are currently recruiting for a boutique Wealth Management firm in Maidstone who are looking to recruit a Financial Planning Administrator Job Overview To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice. Primarily prepare for client meetings, manage and process all aspects of pre-sale and post-sale...

Location - Swanley Salary - £35,000 Permanent Role. We are closely working in partnership with a well established, dynamic IFA firm based in Swanley. This is an excellent opportunity to join a thriving fast-paced environment as an IFA Administrator on a full-time permanent basis. The Role: Issuing letter of authorities (LOAs) to providers and learning to write basic Suitability...