Paraplanner

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.