Paraplanner

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 crucial role in supporting the firm’s advisers by preparing high-quality, compliant suitability reports, developing cash flow projections, and conducting in-depth financial analysis. Your expertise will be instrumental in ensuring that clients receive tailored, outcome-focused advice that adheres to regulatory standards.

Responsibilities of the Paraplanner

– Prepare suitability reports across pensions, investments, protection, and tax planning
– Develop cash flow projections and perform financial analysis
– Conduct research ...