Paraplanner - Financial Services Expert

4 weeks ago


Tunbridge Wells, Kent, United Kingdom Reed Full time

We are seeking a skilled Paraplanner to join our team at Reed Specialist Recruitment. The successful candidate will be employed full-time and will have the opportunity to work on a hybrid basis or fully remotely from one of our locations.

The generous benefit package includes:

  • £30-40k basic salary
  • Private medical cover via Vitality
  • Death in service cover
  • Pension matching scheme
  • Smart working
  • Educ8 - days away for team building

The ideal candidate will have:

  • 2+ years' experience in a Paraplanning role, with a strong financial services background
  • Ideally previous experience working for an SJP firm and familiarity with their existing systems (Salesforce & Voyant especially)
  • Excellent customer service, time management, and prioritisation skills
  • A natural resilience allowing them to cope with a challenging role and stay calm under pressure
  • The ability to take responsibility for their own workload and use their initiative
  • A collaborative nature allowing them to build and maintain internal and external relationships

If you're interested in finding out more, please click the link or contact me directly.



  • Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full time

    Paraplanner Job DescriptionWe are seeking a skilled Paraplanner to join our team in Tunbridge Wells. As a Paraplanner, you will play a crucial role in assisting our Chartered Financial Planning practice in providing expert advice to clients.Key Responsibilities:Assist advisers in all aspects of providing advice to clients, including product research,...


  • Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full time

    We are seeking a skilled Paraplanner to join our team in Tunbridge Wells. This is an exciting opportunity for a technical paraplanner to work in a Chartered Financial Planning practice.ROLETo assist financial advisers in providing advice to clients, assisting in the development and implementation of a strategy that meets clients' financial objectives.KEY...


  • Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full time

    We are seeking a skilled Paraplanner to assist our Chartered Financial Planning practice in Tunbridge Wells.Key Responsibilities:Assist advisers in providing advice to clients.Conduct product research and share information with advisers and paraplanners.Develop and implement financial planning strategies for clients.Prepare letters, reports, and other...


  • Tunbridge Wells, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Paraplanner Job DescriptionWe are seeking a skilled Financial Paraplanner to join our team at Artemis Recruitment Consultants Ltd. As a key member of our financial services team, you will play a crucial role in supporting our financial advisors in preparing financial plans and investment strategies for clients.Key Responsibilities:Assist financial...


  • Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full time

    We are seeking a skilled Paraplanner to assist our Chartered Financial Planning practice in Tunbridge Wells.Key Responsibilities:To assist advisers in providing advice to clients, including product research and financial planning.To prepare letters, reports, and other documents as part of the advice process.To help advisers prepare for client meetings and...


  • Tunbridge Wells, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Key Responsibilities:As a Financial Paraplanner, you will assist financial advisors in preparing financial plans and investment strategies for clients. This will involve conducting research on investment products, market trends, and economic conditions. You will also assist with the implementation of investment strategies and the monitoring of client...


  • Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Chartered Financial Planning practice in Tunbridge Wells who are looking to recruit a Paraplanner to join their team.ROLETo assist advisers in all aspects of providing advice to clients.KEY FUNCTIONS & RESPONSIBILITIES1. Product ResearchThe technical and practical evaluation of products within the range specified in your...


  • Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Chartered Financial Planning practice in the Tunbridge Wells area who are looking to hire a skilled professional to join their team.Role OverviewThe successful candidate will assist experienced financial advisers in providing expert advice to clients, focusing on product research, financial planning, and presentation of...


  • Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly skilled Financial Services Administrator to join our team at Blakemore Recruitment. As a key member of our team, you will be responsible for providing administrative support to our Chartered Financial Planning practice.Key Responsibilities:Act as the primary point of contact between clients, advisers, and third-party product...


  • Tunbridge Wells, Kent, United Kingdom Office Angels Full time £14 - £18

    Job Title: Temporary Savings AdministratorContract: Full-time - 3 Month Fixed Term ContractLocation: Tunbridge WellsResponsible to: Head of Savings OperationsPay: £14 - £18 per hourAre you looking for a temporary opportunity to showcase your financial expertise and customer service skills? Our client, a leading financial organisation, is seeking a...


  • Tunbridge Wells, Kent, United Kingdom Office Angels Full time

    **Job Title:** Temporary Savings /AML Administrator**Contract:** Full-time - 3 Month Fixed Term Contract**Location:** Not Specified**Responsible to:** Head of Savings Operations**Pay:** £14 - £18 per hourAre you looking for a temporary opportunity to showcase your financial expertise and customer service skills? Our client, a leading financial...


  • Tunbridge Wells, Kent, United Kingdom Office Angels Full time

    Job Title: Temporary Savings AdministratorContract: Full-time - 3 Month Fixed Term ContractLocation: Tunbridge WellsResponsible to: Head of Savings OperationsPay: £14 - £18 per hourWe are seeking a Temporary Savings Administrator to join our client's team in a leading financial organisation. The successful candidate will have a keen eye for detail, strong...


  • Tunbridge Wells, Kent, United Kingdom beBee Professionals Full time £35,000 - £50,000

    beBee Professionals is seeking an Estimating and Budgeting Expert to join our construction team. The ideal candidate will have a strong background in cost estimation and budgeting, with excellent analytical and communication skills.Key Responsibilities:Develop and manage project budgets and forecasts.Negotiate contracts with clients and suppliers to ensure...


  • Tunbridge Wells, Kent, United Kingdom Office Angels Full time

    We are seeking a skilled Savings Administrator to join our team on a temporary basis. As a key member of our Savings Operations team, you will be responsible for providing exceptional customer service and ensuring the smooth operation of our savings services.Key Responsibilities:Customer Handling: Respond to saver communications in a timely and professional...


  • Tunbridge Wells, Kent, United Kingdom AXA Full time

    Are you an expert in financial data analysis with a background in accountancy?We're seeking a Senior Accountant to join our Health Finance team on a 12-month basis.Key Responsibilities:Developing new processes, reporting, and controls to enhance audit delivery.Extracting, manipulating, and analysing large volumes of financial data.Resolving outstanding...


  • Tunbridge Wells, Kent, United Kingdom undisclosed Full time

    About the Role:We are seeking a financial expert to join our team at an undisclosed company. The successful candidate will have a strong background in financial management and accounting.Responsibilities:Deliver timely and accurate management accountsDevelop controls to maximize returns and cash flowUtilize financial and management experience to ensure the...


  • Tunbridge Wells, Kent, United Kingdom Old Mill Full time

    We are seeking a highly skilled Financial Accountant to join our team at Old Mill. As a key member of our accounting team, you will be responsible for preparing and reviewing accounts and tax returns, ensuring compliance with all regulations and providing valuable insights to our clients.Key ResponsibilitiesPreparation and review of accounts and tax returns...


  • Tunbridge Wells, Kent, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Graduate Programme, Audit - Evelyn PartnersOur Graduate Programme, Audit offers a unique opportunity to join a leading force in UK professional services and wealth management. You will work as part of a team to undertake a variety of audit and accountancy tasks, including working with clients to understand their financial performance and providing assurance...


  • Tunbridge Wells, Kent, United Kingdom Spire Healthcare Full time

    Job Title: Financial Services Chef LeadWe are seeking a skilled and experienced Financial Services Chef Lead to join our team at Spire Tunbridge Wells Hospital.About the Role:The successful candidate will be responsible for managing the kitchen operations, ensuring high-quality food production, and maintaining excellent standards of hygiene.Key...


  • Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Chartered Financial Planning practice based in Tunbridge Wells who are looking to recruit an IFA Administrator to join their team.ROLEActing as point of contact between clients, advisers and third-party product providersEstablishing and maintaining electronic client filesProcessing new business applications, maintaining...