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.