Paraplanner

• Senior Paraplanner Vacancy
• Kent based Chartered IFA firm
• Salary is negotiable £40k - £60k plus bonus and benefits
• Career Paraplanner or longer term route to advising
• Working with Chartered Advisers

The Business

My client, who has offices across Kent with a highly experienced team of Employed Chartered Advisers are a wealth planning practice who have been operating for over 25 years. I have placed several members of staff in the business and met the Directors. They maintain a very high level of staff satisfaction and low turnover. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are City professionals, retirees, accumulators, business owners and families across Kent, Sussex & London with up to £20m of investable assets. I am speaking directly to the Managing Director. Business is busier than ever with a growing number of new queries coming into their inboxes through referrals and recommendations.

The Role

A brand-new vacancy has been created for an experienced Paraplanner. You will be working in a pooled environment of other paraplanners conducting end to end suitability report writing, research, calculations, research and other necessary technical work on whole of market products. You will be diploma qualified or be close to it and ideally have knowledge of Intelligent Office and a variety of platforms, but training will be provided. There is a longer term route to advising for the right candidate but a career paraplanner would be ideal.

If this role sounds of interest or any other roles I am working on please get in touch. Contact Peter Fozard at Financial Divisions