Paraplanner - Hybrid Working - Kent - Salary to £65,000 + Bonus
Our client, a highly regarded, Chartered and independently owned wealth planning firm with a strong presence across the South-East, is seeking an experienced Paraplanner to join its growing team.Managing significant assets and with a long-standing reputation for delivering high-quality financial planning, the firm prides itself on building lasting client relationships - many spanning over two decades. Their client base includes HNW individuals, families, retirees, accumulators, and SME owners.The business offers a fully holistic, whole-of-market service across pensions, investments, tax planning, retirement planning and cashflow modelling. Their Chartered status and industry recognition underline a clear commitment to technical excellence and best practice.The OpportunityThis role offers the chance to become an integral part of a well-supported and collaborative advice team, providing technical support to Financial Planners.As a Paraplanner, you''ll be heavily involved in the preparation and structuring of advice, ensuring recommendations are both technically sound and clearly communicated. The firm places a strong emphasis on development, offering support towards further qualifications and clear long-term career progression.Paraplanner ResponsibilitiesProducing clear, compliant, and tailored suitability reports• Carrying out detailed research across pensions, investments and tax planning solutions• Supporting advisers with cashflow modelling and financial planning analysis• ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!