Salary: Negotiable, £40k - £60k + Bonus and Benefits
Career Paraplanner or Longer-Term Route to Advising
Working with Chartered Advisers
I am working with a highly respected Chartered IFA firm based in Kent, with over 25 years of experience in wealth planning. The firm boasts a skilled team of employed Chartered Advisers and has earned a solid reputation for providing exceptional financial advice to HNW clients across Kent, Sussex, and London, including city professionals, retirees, business owners, and families with up to £20m in investable assets.
Due to continued business growth and an increasing number of referrals, a brand-new vacancy has been created for a Senior Paraplanner. You will be joining a collaborative team of paraplanners, working on end-to-end suitability reports, research, calculations, and other technical tasks for whole-of-market products. Ideally, you will be diploma-qualified or close to completion and have experience with Intelligent Office and a range of platforms, although training will be provided.
There is also the potential for a longer-term route to advising for the right candidate, but this role is ideal for a dedicated career paraplanner.
Key Benefits:
*Competitive salary: £40k - £60k (negotiable)
*25 days annual leave + bank holidays (33 days total)
*37.5 hours per week (8:30 am - 5:00 pm with 1-hour lunch)
*Full benefits package
If this role interests you or if you’d like to discuss other opportunities, please contact Joanna Clark at Financial Divisions.