We are partnered with a highly regarded, award-winning financial planning firm in Sevenoaks to recruit an experienced Paraplanner.
Our client has built a strong reputation for their supportive team culture, genuine work-life balance and clear opportunities for internal progression, making this an excellent opportunity for experienced paraplanners seeking a long-term career move within wealth management.
Note: Our client is also keen to speak with candidates who may be interested in progressing into a advice in the future, offering a clear development pathway.
Role Overview
Providing technical support to financial planners
Attending client meetings
Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
Cashflow modelling
IHT Planning
Writing & tailoring high quality suitability letters based on consultation with the Adviser
Demonstrating an awareness of compliance & regulations
Full job specification available on request
Key Requirements
Minimum 2 years experience(essential)*
Level 4 Qualified(essential)*
The Package
Starting salary: up to c£52,000 +bonus
Hybrid / flexible working
26 days holiday
Full study support towards professional qualifications
Regular company social events
To be considered for this opportunity, please submit your latest CV or connect with Paul Taylor on LinkedIn.