Taylor James Professional Recruitment

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 .