Paraplanner route to +
3 months ago
Maidstone, Kent, United Kingdom
Financial Divisions
Full time
We are looking for a Paraplanner:
- About the Company: Our client, a long-standing Kent based firm, provides independent financial advice in a straightforward manner, building solid relationships with clients and local professional services firms.
- Job Description: As a Paraplanner, you will support a team of Financial Advisers, offering advice on investments, retirement planning, protection, and tax strategies.
- Requirements: Minimum 1 year experience in a similar role, preferably studying towards a diploma qualification.
- Responsibilities: Conducting product research, writing reports, maintaining client files, assisting with compliance, and more.
- Benefits: Competitive salary, bonus, career progression, onsite parking, and hybrid work arrangement.
- Join Us: If you are ready for a challenging yet rewarding role, apply now to be part of our dynamic team.
To learn more about this opportunity, please contact Joanna Clark.