Wealth Management Professional

2 days ago


East Peckham, Kent, United Kingdom enable recruitment | B Corp™ Full time

A leading independent financial advisory firm is seeking a skilled Paraplanner to join their team and provide support to financial advisers with advice formulation, producing suitability reports and illustrations, and carrying out technical research of funds and products.

The ideal candidate will be a detail-orientated professional with a passion for financial planning and client service, possessing a Level 4 Diploma (DipPFS/DipFA) or working towards it, with effective communication skills and experience in speaking with clients and providers on the adviser's behalf.

Key benefits include:

  • Basic salary of up to £44,000
  • Flexible working structure
  • Social opportunities throughout the year
  • Exam funding and support
  • Progression opportunities
  • Enhanced maternity & paternity pay
  • Generous annual leave allowance

This is an excellent opportunity for a motivated individual to join a dynamic team and progress their career in a reputable financial services company.



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