BRAND NEW VACANCY: Senior Paraplanner VacancyKent based Chartered IFA firmSalary is negotiable £40k - £60k plus bonus and benefitsCareer Paraplanner or longer term route to advisingWorking with Chartered AdvisersMy 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.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.• Salary: (negotiable)• 25 days annual leave + bank holidays (33 days)• 37.5 hours per week (8.30 to 5 with hour for lunch)• Full benefits packageIf this role sounds of interest or any other roles I am working on please get in touch. Contact Peter Fozard at Financial Divisions
Back to searchSenior Paraplanner Role - Up to £60k salary plus benefits - Chartered IFA firm
Financial Divisions
Posted 3 days ago, valid for 6 days
Folkestone, Kent CT18 7RH, England
Full Time
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Sonic Summary
- A Senior Paraplanner vacancy has opened at a Kent-based Chartered IFA firm, offering a negotiable salary between £40k and £60k, plus bonuses and benefits.
- The firm has been operating for over 25 years and is known for its high staff satisfaction and low turnover rates.
- Candidates should have a diploma or be close to obtaining one, with experience in suitability report writing and knowledge of Intelligent Office preferred.
- The role provides a career path for paraplanners, with the potential for a longer-term advising position for the right candidate.
- The position offers 25 days of annual leave plus bank holidays, working 37.5 hours per week, and a full benefits package.
