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Paraplanner
Folkestone, Office-based
£35,000 - £45,000
This role is best suited for experienced Paraplanners or IFA Administrators with at least three years of 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 are open to those who either are fully qualified and experienced paraplanners, or those who are earlier on in their journey looking to grow.
The Business
The 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 Role
As 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 development opportunities.
The Benefits
- Salary between £35,000 - £45,000
- Full support for further industry qualifications
- Career progression opportunities within an established firm
- Supportive and professional team environment
- Standard employer pension contribution
How to Apply
If you have the required experience and this role interests you, simply attach your CV along with your basic contact details. We’ll get in touch if we need any additional information and then present you to the business with the aim of setting up an initial interview.
Synonyms
Client Support, Client Delivery Administrator, Financial Planning Assistant, Financial Administrator
