*Hot New Career Move Opportunity – Interviews ASAP!*





Do you have experience with paraplanning processes and might like to find a new role locally to Tunbridge Wells?



Would you like to join an ‘employer of choice’ with fantastic benefits and a reputation for outstanding company culture?



Have you been looking for a role to use your experiences and provide future career prospects?



If yes… then this is THE role for you. Apply now to avoid missing out or better, call Miles Dutton on 01892 540054 to discuss in confidence…!





This is a rare chance to join a superb company – growing financial planning practice, established >30 years and winners of several industry awards!



Reputable employer – work-life balance, modern working environment, hybrid working policy, + (fab!) employee benefits!



Great role – working with esteemed industry specialists and with access to support from their dedicated client services/administrative teams – so could be a chance to move away from a role including some administration, into one with more paraplanning focus.



Expanding their team, this role suits someone with prior experience of paraplanning who will be able to join and hit the ground running (with support).



Day to day, you will work across a full product portfolio, covering both client interfacing and technical analysis and documentation, in combination with 2x Advisers.

This might include:-

Client interfacing – attending adhoc and yearly meetings/reviews
Conducting product/portfolio research
Producing analysis including cash flow models and projections
Liaising with providers
Administering compliance / risk processes
Working with and instructing client services/administrators where appropriate.



Experience with investments or pensions products considered



Mon-Fri 9-5



Work-life balance policies!



Fantastic office environment in central Tunbridge Wells with hybrid working options and free parking(!)



Lovely company culture – chance to grow your career with a growing practice



Support to further qualification and training



If you have relevant experience with paraplanning and this role sounds an exciting next step… Apply now with your CV, or better, contact Miles Dutton on 01892 540054 to discuss