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Permanent

Paraplanner - Hybrid Working - Kent - Salary to £65,000 + Bonus

Kent
money-bag 60000.00-60000.00 Annual
3086612948
Posted 5 days ago

Our client, a highly regarded, Chartered and independently owned wealth planning firm with a strong presence across the South-East, is seeking an experienced Paraplanner to join its growing team.Managing significant assets and with a long-standing reputation for delivering high-quality financial planning, the firm prides itself on building lasting client relationships - many spanning over two decades. Their client base includes HNW individuals, families, retirees, accumulators, and SME owners.The business offers a fully holistic, whole-of-market service across pensions, investments, tax planning, retirement planning and cashflow modelling. Their Chartered status and industry recognition underline a clear commitment to technical excellence and best practice.The OpportunityThis role offers the chance to become an integral part of a well-supported and collaborative advice team, providing technical support to Financial Planners.As a Paraplanner, you''ll be heavily involved in the preparation and structuring of advice, ensuring recommendations are both technically sound and clearly communicated. The firm places a strong emphasis on development, offering support towards further qualifications and clear long-term career progression.Paraplanner ResponsibilitiesProducing clear, compliant, and tailored suitability reports• Carrying out detailed research across pensions, investments and tax planning solutions• Supporting advisers with cashflow modelling and financial planning analysis•

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