Current jobs related to Paraplanner - Kent - Financial Divisions

  • EXPERIENCED PARAPLANNER

    1 month ago

    Kent, United Kingdom Financial Divisions Full time

    EXPERIENCED PARAPLANNER ( SJP experience essential)-Fully REMOTE opportunity, Offices based in the South East-c £50/65k , exceptional opportunity due to sudden growth of the businessDue to an increase in referrals/recommendations, my Client, a very well-established business is at a pivotal point of their growth and now are looking to engage an experienced...

  • EXPERIENCED PARAPLANNER

    1 month ago

    Kent, United Kingdom Financial Divisions Full time €50,000 - €65,000

    EXPERIENCED PARAPLANNER ( SJP experience essential)-Fully REMOTE opportunity, Offices based in the South East-c £50/65k , exceptional opportunity due to sudden growth of the business Due to an increase in referrals/recommendations, my Client, a very well-established business is at a pivotal point of their growth and now are looking to engage an...

  • Trainee Paraplanner

    5 days ago

    Cranbrook, Kent, United Kingdom Brook Street UK Full time

    Job Title: Trainee ParaplannerSalary: Up to £28,000 TOELocation: CranbrookHours: Mon - Fri 9am - 5pmAre you a passionate administrator with experience working in the financial services industry? My client specialises in providing high quality bespoke wealth management advice to individuals, families, trustees and businesses throughout the...

  • EXPERIENCED PARAPLANNER

    4 weeks ago

    Sevenoaks, Kent, United Kingdom Financial Divisions Full time €45,000 - €50,000

    EXPERIENCED PARAPLANNER ( Client facing) Sevenoaks To £45/50k, Discretionary Bonus, hybrid working, wonderful working environment, parking available Excellent opportunity for a Level 4 Diploma Qualified Paraplanner to join this well established, well respected, and continuously expanding Chartered Financial Planning firm. My Client has built an...

  • EXPERIENCED PARAPLANNER

    4 weeks ago

    Sevenoaks, Kent, United Kingdom Financial Divisions Full time €45,000 - €50,000

    EXPERIENCED PARAPLANNER ( Client facing) Sevenoaks To £45/50k, Discretionary Bonus, hybrid working, wonderful working environment, parking available Excellent opportunity for a Level 4 Diploma Qualified Paraplanner to join this well established, well respected, and continuously expanding Chartered Financial Planning firm. My Client has built an...

  • Paraplanner - HNW Financial Planning firm

    4 weeks ago

    Sevenoaks, Kent, United Kingdom Financial Divisions Full time €45,000 - €50,000

    To £45/50k, Discretionary Bonus, hybrid working, wonderful working environment, parking available Excellent opportunity for a Level 4 Diploma Qualified Paraplanner to join this well established, well respected, and continuously expanding Chartered Financial Planning firm. Opportunity to develop not only your Technical Paraplanning skills further, but to...

  • Paraplanner - HNW Financial Planning firm

    4 weeks ago

    Sevenoaks, Kent, United Kingdom Financial Divisions Full time €45,000 - €50,000

    To £45/50k, Discretionary Bonus, hybrid working, wonderful working environment, parking available Excellent opportunity for a Level 4 Diploma Qualified Paraplanner to join this well established, well respected, and continuously expanding Chartered Financial Planning firm. Opportunity to develop not only your Technical Paraplanning skills further, but to...

  • Financial Services Administrator

    2 weeks ago

    Kent, United Kingdom Brook Street UK Full time

    Job Title: Trainee ParaplannerSalary: Up to £28,000Location: CranbrookHours: Monday to Friday, 9am to 5pmAre you a detail-oriented and organized individual with experience in administration and a passion for the financial services industry?Our client, a leading provider of bespoke wealth management advice, is seeking a Trainee Paraplanner to join their team...

  • Financial Services Administrator

    2 weeks ago

    Kent, United Kingdom Brook Street UK Full time

    Job Title: Trainee ParaplannerSalary: Up to £28,000Location: CranbrookHours: Monday to Friday, 9am to 5pmAre you a detail-oriented and organized individual with experience in administration and a passion for the financial services industry?Our client, a leading provider of bespoke wealth management advice, is seeking a Trainee Paraplanner to join their team...

  • Investment Services Administrator

    1 month ago

    Kent, United Kingdom Ellis James Partners Full time

    Join Our Team as a Financial Services AdministratorWe are thrilled to present an opportunity for a dedicated Financial Services Administrator who is interested in advancing towards a role as a Trainee Paraplanner or Financial Adviser.Are you skilled in financial management and client relations? We are on the lookout for a proactive and experienced...

  • Financial Services Coordinator

    1 month ago

    Kent, United Kingdom Ellis James Partners Full time

    Join Our Team as a Financial Services AdministratorWe are excited to present an opportunity for a Financial Services Administrator who is looking to advance towards a Trainee Paraplanner or Financial Adviser role.Are you skilled in financial management and client support? We are on the lookout for a dedicated Administrator to collaborate with our team.Your...

  • Finance Operations Support

    1 month ago

    Kent, United Kingdom Ellis James Partners Full time

    Join Our Team as a Financial Services AdministratorWe are thrilled to present an opportunity for a Financial Services Administrator who is looking to advance towards a role as a Trainee Paraplanner or Financial Adviser.Are you well-versed in financial management practices? We are in search of a skilled and enthusiastic Administrator to support our...

  • Financial Services Administrator

    1 week ago

    Kent, United Kingdom KFS Recruitment Full time

    Job Opportunity: IFA AdministratorWe are seeking an experienced IFA Administrator to join our team at KFS Recruitment. The successful candidate will be responsible for providing administrative support to our Financial Advisers and Paraplanners.Key Responsibilities:Preparing meeting packs and new business processingWorking closely with Financial Advisers and...

  • Financial Services Administrator

    1 week ago

    Kent, United Kingdom KFS Recruitment Full time

    Job Opportunity: IFA AdministratorWe are seeking an experienced IFA Administrator to join our team at KFS Recruitment. The successful candidate will be responsible for providing administrative support to our Financial Advisers and Paraplanners.Key Responsibilities:Preparing meeting packs and new business processingWorking closely with Financial Advisers and...

  • Financial Services Administrator

    1 week ago

    Kent, United Kingdom KFS Recruitment Full time

    {"title": "IFA Administrator", "description": "Job SummaryWe are seeking an experienced IFA Administrator to join our team in Medway, Kent. As an IFA Administrator, you will play a crucial role in supporting our Financial Advisers and Paraplanners in delivering exceptional client service.Key ResponsibilitiesPrepare meeting packs for Financial Advisers and...

  • Financial Services Administrator

    1 week ago

    Kent, United Kingdom KFS Recruitment Full time

    {"title": "IFA Administrator", "description": "Job SummaryWe are seeking an experienced IFA Administrator to join our team in Medway, Kent. As an IFA Administrator, you will play a crucial role in supporting our Financial Advisers and Paraplanners in delivering exceptional client service.Key ResponsibilitiesPrepare meeting packs for Financial Advisers and...

  • Financial Services Administrator

    2 weeks ago

    Kent, United Kingdom Brook Street UK Full time

    Job Title: Trainee Paraplanner**About the Role**We are seeking a passionate administrator with experience working in the financial services industry to join our team at Brook Street UK.**Key Responsibilities:*** Assist in providing high-quality bespoke wealth management advice to individuals, families, trustees, and businesses* Work closely with our...

  • Financial Services Administrator

    2 weeks ago

    Kent, United Kingdom Brook Street UK Full time

    Job Title: Trainee Paraplanner**About the Role**We are seeking a passionate administrator with experience working in the financial services industry to join our team at Brook Street UK.**Key Responsibilities:*** Assist in providing high-quality bespoke wealth management advice to individuals, families, trustees, and businesses* Work closely with our...

  • Financial Management Assistant

    1 month ago

    Kent, United Kingdom Ellis James Partners Full time

    Join Our Team as a Financial Services AdministratorWe are excited to present an opportunity for a dedicated Financial Services Administrator looking to advance towards a career as a Trainee Paraplanner or Financial Adviser.In this role, you will:Provide vital assistance to our PartnersEffectively manage client inquiriesPrepare compliant documentation and...

  • Financial Operations Assistant

    1 month ago

    Kent, United Kingdom Ellis James Partners Full time

    We are thrilled to present an opportunity for a Financial Services Administrator looking to advance towards a career as a Trainee Paraplanner or Financial Adviser.Do you possess a solid background in financial management? We are on the lookout for a dedicated and proactive Administrator to join our esteemed team.As a Financial Services Administrator, your...

Paraplanner

4 months ago

Kent, United Kingdom Financial Divisions Full time

Paraplanner to Advisor Opportunity - £45k - £50K – Kent - Hybrid Working

We are currently recruiting for a diploma-qualified Paraplanner aiming to progress into an advisor role for our Kent-based client. This firm has been providing straightforward independent financial advice in the Kent area for many years, earning a solid reputation with clients and local professional services firms, which contribute to a steady stream of new business enquiries. They offer a holistic, non-jargon-based approach to advice, taking the time to understand clients on both professional and personal levels. Due to organic growth, they are now seeking a Paraplanner interested in advancing to an advisory role.

As a privately owned firm of independent Financial Advisers, they focus on investments, retirement planning, protection, intergenerational guidance, and IHT. The ideal candidate will have solid experience in a Paraplanner role and be diploma-qualified or close to achieving it. They seek individuals with flexibility, a positive attitude, and a strong team ethos.


Key Responsibilities:

  • Provide paraplanning support for qualified advisers.
  • Conduct product and solution research.
  • Write and review reports, design report templates.
  • Administer and maintain client files.
  • Obtain illustrations from product providers.
  • Complete and issue client application forms and illustrations.
  • Assist with compliance and money laundering functions.
  • Conduct file audits.


Benefits:

  • Attractive salary package
  • Clear career path with progression opportunities
  • Excellent long-term opportunities
  • Onsite parking
  • Hybrid work arrangement


You will be based in between offices in Northern and Southern Kent. If you’re ready to take on this challenging yet rewarding role and become part of a dynamic team, we encourage you to apply.

To discuss this Paraplanner opportunity further, please contact