*Senior Paraplanner
*Work on a 1-2-1 basis with high billing adviser
*Offices in Sevenoaks (Kent)
*£50k basic salary plus bonuses and benefits
*3 days per week in the office after onboarding/training
My client are a boutique chartered wealth planning firm with offices in Sevenoaks (Kent) who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Kent. In their current setup they manage the affairs of clients with assets ranging greatly but a typical client has £750k - £1m invested. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20+ years from the Directors’ careers in banking roles.
The Directors are creating a brand-new role for a Senior Paraplanner to work on a 1-2-1 basis with a high billing Adviser. You will be responsible for conducting end to end technical paraplanning on complex cases for existing clients and any new business the Director writes. You will be attending some client meetings, compiling suitability letters and pre-meeting documentation assisting the Director with all their affairs. This role is suitable for a candidate with at least 3 years of solid paraplanning experience and you must be a career paraplanner. Full training will be provided and an induction to get you up and running but they need someone established. Strong technical knowledge of pensions, investments, tax planning and esoteric schemes will be crucial. You will ideally be working towards your Chartered status.
If this role sounds of interest or any other roles I am working on please get in touch.