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Senior Paraplanner - Up to £70k - Chartered IFA firm in Kent

Financial Divisions
Posted 3 days ago, valid for 4 days
Location

Maidstone, Kent ME15 8ED, 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 Senior Paraplanner vacancy has opened at a Kent-based Chartered IFA firm.
  • The salary for this position is negotiable, ranging from £50k to £70k, along with a bonus and benefits.
  • Candidates should possess a diploma or be close to obtaining it, with experience in paraplanning preferred.
  • The role involves working in a collaborative environment to conduct suitability report writing and technical research on various financial products.
  • There is potential for career advancement into advising for the right candidate, making it suitable for both career paraplanners and those looking to progress.
  • BRAND NEW VACANCY: Senior Paraplanner Vacancy
  • Kent based Chartered IFA firm
  • Salary is negotiable £50k - £70k plus bonus and benefits
  • Career Paraplanner or longer term route to advising
  • Working with Chartered Advisers

My 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 package

If this role sounds of interest or any other roles I am working on please get in touch. Contact Peter Fozard at Financial Divisions

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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.