Paraplanner
We are partnered with a highly regarded, award-winning financial planning firm in Sevenoaks to recruit an experienced Paraplanner.Our client has built a strong reputation for their supportive team culture, genuine work-life balance and clear opportunities for internal progression, making this an excellent opportunity for experienced paraplanners seeking a long-term career move within wealth management.Note: Our client is also keen to speak with candidates who may be interested in progressing into a advice in the future, offering a clear development pathway.Role OverviewProviding technical support to financial plannersAttending client meetings Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendationsCashflow modellingIHT PlanningWriting and tailoring high quality suitability letters based on consultation with the AdviserDemonstrating an awareness of compliance and regulationsFull job specification available on requestKey Requirements Minimum 2 years experience(essential)Level 4 Qualified(essential)The PackageStarting salary: up to c£52,000 +bonusHybrid / flexible working26 days holidayFull study support towards professional qualificationsRegular company social eventsTo be considered for this opportunity, please submit your latest CV or connect with Paul Taylor on LinkedIn.
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