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Senior paraplanner

Oxted
Permanent
Eden Rose
Posted: 20h ago
Offer description

Senior Paraplanner Kent, hybrid work (minimum of 2days in the office) £40,000 – £55,000 Our client is a well-established Wealth Management practice based in Kent, offering expert advice on pensions, investments, and broader financial planning. This is an excellent opportunity for an experienced Paraplanner looking to further develop their technical knowledge within a supportive, sociable, and collaborative team. You’ll benefit from full administrative support and clear communication channels between Paraplanning and Advisory teams, enabling you to focus on delivering high-quality, compliant, and client-focused work. * Prepare detailed suitability reports and technical research for advisers. * Support advisers in delivering tailored investment and pension recommendations. * Conduct thorough product research and fund analysis. * Maintain accurate client records and ensure compliance with internal processes. * Contribute to process improvements within the Paraplanning function. Benefits * £40,000 - £55,000 * Hybrid working: In on Monday and then one other day minimum * Hours: 8.30am to 5pm * Friendly, positive working environment * 24 days’ holiday plus bank holidays (discretionary office closure at Christmas) * Birthday holiday * Company pension scheme * Private medical insurance * Financial planning services * Health & wellbei...

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