Job Details

Maidstone, Kent
Role Type
£32000 - £45000 per annum + Plus excellent benefits
Job Ref: J1862_1715682491

Paraplanner Role.

Competitive salary (£32-45k depending on experience)


We are looking for a highly experienced Paraplanner to join our client's busy office in Maidstone.

Are you a forward-thinking individual who would like to join a fully supported team working in an excellent environment in the south-east of the UK?

This is a demanding and challenging role as Paraplanner and a great opportunity for someone wanting to develop and further their career in a strong, secure, dynamic environment.

Role and Responsibilities of Paraplanner: -

You will work closely with our qualified advisers, to ensure the smooth running of the team and to provide an excellent service to our clients.

The role includes but is not limited to:

  • Liaising with clients as required by the Financial Planner. Assisting with enquiries in a timely manner and in adherence to our TCF requirements
  • Obtaining and analysing technical information from providers.
  • Conducting technical research and interpreting the results in report format.
  • Creating accurate cash flow planning analysis in line with client objectives.
  • Preparation of suitability reports ensuring a high level of accuracy and care.
  • Assist with administration for the team as needed
  • Keeping up to date with all relevant product, legislative and technical changes

As Paraplanner you will need to have:

Due to the nature of the role and the industry, we are looking for someone with:

  • Prior experience as a Paraplanner (2+ years)
  • Excellent technical knowledge.
  • Exceptional organisational skills and able to work well under pressure.
  • Excellent communication skills, both written and verbally.
  • A strong work ethic and a flexible attitude.
  • A high level of accuracy
  • Experience working with Microsoft Word, Excel and Outlook
    • Knowledge of industry specific software systems
    • A desire to continue your development and obtain Chartered status
    • Full level 4 Diploma in Regulated Financial Planning as a minimum

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

Apply now