WEALTHLINK RECRUITMENT LTD
Paraplanner
Paraplanner at WEALTHLINK RECRUITMENT LTD, based in Westerham, South East England, paying £45,000 - £55,000 per annum. This is a permanent role with hybrid working.
- Pay
- £45,000 - £55,000 per annum
- Hours and contract
- Permanent · Hybrid
- Location
- Westerham, South East England
- Closing date
- Sector
- Finance & Accounting
12% below the typical rate for finance & accounting
Reference 57418375
About the role
Paraplanner
Location: Westerham, Kent
Salary: Up to £55,000
Duration: Full time, Permanent, Hybrid
We are working with a Boutique Independent Financial Adviser based in Kent who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients.
The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events.
Key Responsibilities for the Paraplanner:
- Assist financial planners in preparing financial plans, investment strategies, and recommendations.
- Conduct research on investment products, pensions, tax, and other financial matters.
- Analyse client data to support financial recommendations.
- Prepare and maintain client documentation and reports.
- Liaise with clients, providers, and other professionals as required.
- Ensure that all work complies with regulatory requirements and company policies.
- Manage and track the progress of client cases and ensure timely delivery of financial plans.
On Offer?
- Salary of up to £55,000
- 2 days a week working from home
- 25 days annual leave plus bank holidays
- Private Medical Cover
- Enhanced Parental Leave
- Company Bonus scheme
- Study support to Chartered Status
Requirements:
- Level 4 diploma in regulated financial planning
- 2+ years experience in a paraplanning role
What’s Next?
If you ae interested in the Paraplanner position then please apply now and if you meet the requirements one of our consultants will be in touch within 24 hours
Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial services, Wealth Management
Reference: 57418375 · Posted 2 days ago · Closes 13 Nov 2026 · Listed via WEALTHLINK RECRUITMENT LTD
Apply for this job
This role is listed via WEALTHLINK RECRUITMENT LTD. Applications are handled on the employer's site.
Apply on employer siteOpens the employer's website in a new tab.
Signed in? Every job you apply for counts toward your weekly goal and badges. How it works
Safe applying: a genuine employer will never ask you to pay for a DBS check, training or equipment, or move you onto WhatsApp before you are hired. If this listing does, report it and do not pay anything.