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Senior Paraplanner, Kent, Chartered IFA Firm, £40k - £60k + Bonus and Benefits

Financial Divisions
Posted a day ago, valid for 20 days
Location

Maidstone, Kent ME17 2BE, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A Kent-based Chartered IFA firm is seeking a Senior Paraplanner with a salary range of £40k - £60k, negotiable based on experience.
  • The firm has over 25 years of experience in wealth planning and serves high-net-worth clients across Kent, Sussex, and London.
  • Candidates should ideally be diploma-qualified or close to completion and have relevant experience, particularly with Intelligent Office.
  • This role involves working collaboratively on suitability reports, research, and technical tasks for various financial products.
  • There is potential for a longer-term advisory route for the right candidate, making it a great opportunity for a dedicated career paraplanner.

Kent-based Chartered IFA FirmSalary: Negotiable, £40k - £60k + Bonus and BenefitsCareer Paraplanner or Longer-Term Route to AdvisingWorking with Chartered Advisers

I am working with a highly respected Chartered IFA firm based in Kent, with over 25 years of experience in wealth planning. The firm boasts a skilled team of employed Chartered Advisers and has earned a solid reputation for providing exceptional financial advice to HNW clients across Kent, Sussex, and London, including city professionals, retirees, business owners, and families with up to £20m in investable assets.

Due to continued business growth and an increasing number of referrals, a brand-new vacancy has been created for a Senior Paraplanner. You will be joining a collaborative team of paraplanners, working on end-to-end suitability reports, research, calculations, and other technical tasks for whole-of-market products. Ideally, you will be diploma-qualified or close to completion and have experience with Intelligent Office and a range of platforms, although training will be provided.

There is also the potential for a longer-term route to advising for the right candidate, but this role is ideal for a dedicated career paraplanner.

Key Benefits:

  • Competitive salary: £40k - £60k (negotiable)
  • 25 days annual leave + bank holidays (33 days total)
  • 37.5 hours per week (8:30 am - 5:00 pm with 1-hour lunch)
  • Full benefits package

If this role interests you or if you'd like to discuss other opportunities, please contact Joanna Clark at Financial Divisions.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.