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Senior Paraplanner - Kent based Chartered IFA - Up to £60k basic salary plus benefits

Financial Divisions
Posted 16 hours ago, valid for 23 days
Location

Maidstone, Kent ME17 2BE, 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 position is available at a Kent-based Chartered IFA firm, offering a salary range of £40k to £60k plus bonuses and benefits.
  • Candidates should have experience as a Paraplanner and be diploma qualified or close to obtaining their diploma.
  • The role involves working alongside Chartered Advisers in a collaborative environment, focusing on suitability report writing and technical research.
  • The firm has a strong reputation for providing high-quality financial advice to high-net-worth clients and maintains a high level of staff satisfaction.
  • This position also offers a potential long-term route to advising for the right candidate.

BRAND NEW VACANCY: Senior Paraplanner VacancyKent based Chartered IFA firmSalary is negotiable £40k - £60k plus bonus and benefitsCareer Paraplanner or longer term route to advisingWorking with Chartered AdvisersMy 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 packageIf 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.