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Permanent

Paraplanner

Folkestone
money-bag 10000-500000 Annual
3086613002
Posted 5 days ago

ParaplannerFolkestoneHybrid working available for experienced candidates£35,000 - £45,000This role is best suited to Paraplanners with at least one year experience. You will benefit from working in a close-knit team, receiving direct mentorship, and gaining exposure to all aspects of financial planning. The firm is committed to supporting your professional development, including progression towards further industry qualifications. The salary range is fairly open as the business is open to those who either are fully qualified and experienced paraplanners, or those who are earlier on in their journey looking to grow.The BusinessThe business is a well-established, family-run financial advisory firm with over 20 years of experience. They have built a strong reputation for delivering professional, bespoke, and ethical financial advice. Working within a small but highly skilled team, you will play a key role in helping to grow and maintain the firm''s high standards and client-focused approach.The RoleAs a Paraplanner, you will work closely with financial advisers, providing essential research, technical support, and suitability reports. A typical day will involve assisting in client reviews, cashflow modelling, processing new business, and ensuring all compliance requirements are met. You will also be the first point of contact for client queries and provide administrative support where needed. This office-based role ensures you benefit from direct collaboration and professional ..... full job details .....

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