Paraplanner Opportunity | Sevenoaks, Kent Circa £50,000 + Bonus & Benefits
Job description
Original text imported from Reed
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.
Key skills
AI-extracted from the job advert
Application advice
5 AI-generated recommendations to maximise your chances.
⭐ Highlight your Diploma qualification and progression towards Chartered status at the top of your CV as this is explicitly mentioned as essential
📊 Quantify your paraplanning experience: 'Prepared 45+ suitability reports monthly for clients with average AUM of £750k'
🌐 Emphasise your technical software skills with Voyant and FE Analytics as these are specifically required tools
🎯 Showcase your experience with HNW clients and complex financial planning strategies to match their £900k average client AUM
🤝 Demonstrate your collaborative approach and ability to work alongside Chartered Financial Planners in client meetings
Suggested CV bullets
3 bullets our AI drafted for this specific advert, mirroring its ATS keywords.
Add these 3 bullets under your most recent experience:
- •Prepared 35+ monthly suitability reports using Voyant cashflow modelling for HNW clients with average portfolios of £850k across pensions, investments and protection
- •Conducted comprehensive portfolio analysis using FE Analytics for 120+ client reviews annually, identifying cost savings averaging £2,400 per client
- •Collaborated with 4 Chartered Financial Planners to deliver holistic financial planning solutions while maintaining 100% FCA compliance across all client documentation
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Letter preview — tailored to Financial Divisions
Dear Hiring Manager,
I am writing to apply for the Paraplanner position at your Chartered Financial Planning practice in Sevenoaks. With proven paraplanning experience and Diploma qualification, I am particularly drawn to your firm's commitment to supporting progression towards Chartered status and working with HNW clients averaging £900k AUM.
My background in paraplanning within wealth management environments has equipped me with extensive experience using Voyant for cashflow modelling and FE Analytics for portfolio analysis. I have consistently delivered high-quality suitability reports while maintaining FCA compliance standards, and I thrive in collaborative environments where technical excellence is valued.
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Interview questions
10 questions generated from this advert.
Technical
- ›How would you approach conducting pension analysis for a client approaching retirement with multiple pension schemes?
- ›Walk me through your process for creating a comprehensive suitability report using Voyant cashflow modelling
- ›How do you stay current with FCA regulations and ensure compliance in your paraplanning work?
- ›Describe your experience with FE Analytics and how you use it for portfolio analysis
- ›What factors would you consider when analysing IHT and estate planning strategies for HNW clients?
Behavioural
- ›Tell me about a time when you had to simplify a complex financial planning strategy for a client
- ›Describe a situation where you collaborated with advisers to deliver a holistic financial planning solution
- ›Give an example of when you identified an issue with existing client arrangements during your review process
- ›Tell me about a challenging suitability report you prepared and how you ensured it met FCA standards
- ›Describe how you've contributed to a collaborative team culture in your previous paraplanning roles
STAR answer examples
Model answers using the Situation-Task-Action-Result framework. Adapt to your own experience.
Tell me about a time when you had to simplify a complex financial planning strategy for a client
Describe a situation where you collaborated with advisers to deliver a holistic financial planning solution