Overview
This Paraplanner job in Folkestone is with Sahasraa Solutions, an independently owned financial planning firm that is looking to organically grow their team with individuals close to or holding Chartered status. The firm is values-driven and passionate about doing what is right for the client, applying their technical expertise to support clients.
In your role as a Paraplanner, you will be supporting their team of Financial Advisors who typically deal with complex, holistic financial planning for HNW clients. This is an exciting role for a technically strong individual who enjoys being involved in creating excellent recommendations for clients. Your role will involve undertaking research, analysis and report writing.
You will be supported by their team of Administrators, T&C and compliance, all working in-house together to create the best outcomes for clients.
Our client does not have a targeted approach, whereas their goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there.
The Company
Our client has been established for over 30 years, and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand.
Paraplanner Requirements
* You must be an experienced Paraplanner with strong technical expertise
* You must be Level 4 Diploma in Financial Planning qualified with preference towards individuals holding or close to achieving Chartered status
* Our client is focused on values driven individuals who are motivated by delivering great service to clients
Paraplanner Benefits
* Competitive salary to be discussed at interview
* Office based role
* No evenings or weekends work
* Loyal team who enjoy working together and being valued for their input
Locations
Folkestone
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