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CLIENT FACING PARAPLANNER ( exceptionally successful local business), Sevenoaks area, To £45/50k

Financial Divisions
Posted a day ago, valid for 7 days
Location

Sevenoaks, Kent TN14, 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 Level 4 Diploma Qualified Paraplanner is sought for a well-established Chartered Financial Planning firm with a salary of £45,000 to £60,000 plus a discretionary bonus.
  • The role requires 2 to 5 years of experience in paraplanning and offers a supportive management structure that encourages team input.
  • Candidates will have the opportunity to develop technical skills, gain exposure to complex high-net-worth cases, and participate in client meetings.
  • The firm promotes a team-focused culture and provides resources for personal and professional growth, including the path to Chartered status.
  • Hybrid working and parking are available, making this a wonderful local opportunity for career advancement.

Discretionary Bonus, hybrid working, wonderful working environment, parking available

Excellent local opportunity for a Level 4 Diploma Qualified Paraplanner to join this well established, well respected, and continuously expanding Chartered Financial Planning firm. My Client has built an incredible reputation and is looking to further strengthen their paraplanning team to support their successful growth programme. This firm has a very supportive management structure where the team is encouraged to have an opinion and will be supported to achieve personal success.

Opportunity Highlights

** Opportunity to develop not only your Technical Paraplanning skills further, but to build your long-term future with this incredibly talented team.

** Wonderful environment and team focussed culture

** Join the Adviser in Client meetings and feel comfortable in making significant financial planning contribution.

** Opportunity to gain exposure to complex HNW cases and provide recommendations in meetings

** Full involvement with Cashflow forecasting.

** Enjoy interpreting complex planning into clear and concise reports.

** Opportunity to further gain experience acquired across pensions, investments, Inheritance tax/ estate planning and protection required.

** Ideally you will be Chartered or close to completion and Level 4 Paraplanners will be encouraged to gain their Chartered Status

Please contact Camilla Howden for further information 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.