Paraplanner
James Frank Associates • Tenterden, Kent • Posted June 04, 2026
About the Role
Our client, a leading Financial Advisor is seeking a Paraplanner to join their team on a full-time, permanent basis.
Due to an exciting period within the business our client is looking for a Paraplanner with a minimum of 3 years’ experience to join their team, working closely with and supporting Adviser’s to ensure high-quality, compliant advice is given.
Due to the location of the office candidates will be required to drive / have access to their own vehicle.
Key Responsibilities:
* Prepare high-quality suitability reports across investments, pensions, protection and retirement planning
* Conduct technical research based on client information
* Produce cashflow modelling and planning illustrations for clients
* Support Adviser’s with pre- and post-meeting preparations
* Ensure a high-level of communication is maintained with clients at all times
* Support Adviser’s with administrative tasks, ensuring a high-lev...
Due to an exciting period within the business our client is looking for a Paraplanner with a minimum of 3 years’ experience to join their team, working closely with and supporting Adviser’s to ensure high-quality, compliant advice is given.
Due to the location of the office candidates will be required to drive / have access to their own vehicle.
Key Responsibilities:
* Prepare high-quality suitability reports across investments, pensions, protection and retirement planning
* Conduct technical research based on client information
* Produce cashflow modelling and planning illustrations for clients
* Support Adviser’s with pre- and post-meeting preparations
* Ensure a high-level of communication is maintained with clients at all times
* Support Adviser’s with administrative tasks, ensuring a high-lev...