An excellent opportunity has arisen for an experienced Paraplanner to join a highly successful and growing Chartered Financial Planning practice based in Sevenoaks.

This well-established firm has enjoyed consistent year-on-year growth and built an impressive client base through a strong network of professional introducers. With average client AUM of approximately £900k, you’ll be working within a quality-focused environment alongside experienced Chartered Financial Planners who genuinely value technical excellence and collaboration.

What makes this role stand out?

Support towards Chartered status

Collaborative and inclusive team culture

Strong emphasis on professional development

Opportunity to work with high-quality HNW clients

Exposure to advanced financial planning strategies

A business where every team member has a voice

The Role

As a key member of the technical team, responsibilities will include:

• Conducting detailed research to support client objectives

• Preparing high-quality suitability reports

• Pension, investment and protection analysis

• Cashflow modelling using Voyant

• Portfolio analysis using FE Analytics

• Reviewing existing arrangements and provider information

• Supporting advisers in delivering holistic financial planning solutions

• Ensuring FCA and compliance standards are consistently met

• Participating in client meetings alongside advisers where appropriate

About You

The successful candidate will ideally have:

Proven paraplanning experience within an IFA/wealth management environment

Diploma qualified as a minimum

A desire to progress towards Chartered status

Strong technical knowledge across pensions, investments, protection, IHT & estate planning

Experience using Voyant and FE Analytics

Excellent report writing and communication skills

The ability to simplify complex planning strategies into clear client-friendly recommendations

This is a fantastic opportunity for a technically strong and ambitious Paraplanner looking to join a respected Chartered practice that will invest in your long-term career and professional development.

For a confidential discussion, please contact Sam at Financial Divisions.