Are you a technically proficient, Level 4 diploma qualified Paraplanner looking to take the next step in your career? Do you want to join a well-established and highly regarded chartered financial practice where your voice is heard, your professional growth is encouraged, and you’re part of a supportive, close-knit team?
If this sounds like the perfect fit for you, then we want to hear from you!
We are recruiting for an experienced Paraplanner to join a progressive and client-first business based in Sevenoaks, Kent, with the flexibility of hybrid working. This is an exciting opportunity for someone who is looking for long-term stability and career development within a firm that’s committed to steady growth and maintaining an excellent reputation in the financial services industry.
What’s on offer:
- Salary: £45,000 - £50,000 (depending on experience)
- Benefits: Competitive package with bonus structure
- Work Environment: A fantastic culture where every team member has a voice and the firm supports personal and professional development
- Progression: The opportunity to continue your journey towards Chartered status in a firm that values your growth
What we’re looking for:
- Proven Experience: You’ll have a strong track record in a senior paraplanning or technical role within an advisory practice.
- Qualifications: At least Level 4 diploma qualified, with a desire to work towards your Chartered status.
- Comprehensive Knowledge: You’ll be confident in key areas of financial planning such as pensions (including pension sharing orders), investments, IHT and estate planning, as well as personal and business protection.
- Technical Expertise: You’ll have the ability to interpret cash flow forecasts and summarise complex planning into clear, concise reports.
- Client-Facing Experience: Comfortable participating in client meetings with advisers, providing technical support and advice.
- Software Proficiency: You’ll be confident using FE Analytics and Voyant software, with excellent Word and Excel skills.
- Communication: As an excellent communicator (both verbal and written), you’ll confidently liaise with advisers, clients, and team members.
Why this role is a game-changer:
This isn’t just another job; it’s the opportunity to join a forward-thinking, chartered financial practice with a culture that promotes growth, innovation, and work-life balance. You'll work with a diverse and talented team, supporting clients across all aspects of their financial planning needs.
If you’re looking to build a long-term career in a firm that supports your ambitions and values your contributions, this is the opportunity you’ve been waiting for!
To find out more or apply, send your CV to Laura at Financial Divisions - we’d love to discuss how this role could be the next exciting step in your career!
#Paraplanner #FinancialServices #WealthManagement #Sevenoaks #HybridWorking #CareerGrowth #Level4Diploma #Chartered #IFA #JobOpportunity