Technical Paraplanner-route to Adviser

5 days ago


Sevenoaks, United Kingdom Financial Divisions Full time

Plus Medical Cash Plan, Death in Service, Pension, Protection Ins, Study Support

Due to growth following a large increase in Business, my client, an independent firm of Financial Advisors, who provide full market Financial Advice across Sussex, Surrey, and London to a variety of Clients, is creating this dream opportunity for a DiplomaQualified Paraplanner and will also consider a Paraplanner close to qualification. Their clients include professionals, wealth accumulators, business executives, retirees and HNW families all built up over several decades, with their focus of Advice includingPensions, Investments, Tax Planning, IHT, Trusts, Mortgages and Protection. This is an amazing opportunity for a Paraplanner to transition to Financial Adviser within a 6-to-12-month period if desired.

Typical areas of responsibility will include-- Taking ownership in managing the production of reports and letters for clients,
- Undertaking analysis of clients’ needs and wants,
- Researching appropriate products
- Helping the Advisers recommend the best course of action
- Opportunity to attend meetings with the Advisers.

To be considered for this amazing opportunity you will have current working knowledge within a Private Client Wealth Management role, providing holistic paraplanning support and hold the CII Diploma or be close to achieving it. For further information anda confidential chat, please contact Camilla Howden



  • Sevenoaks, United Kingdom Financial Divisions Full time

    Senior Partner at Financial Divisions: Recruiting Private Client Wealth Management Professionals (Advisers/Planners, Paraplanners & Support staff)IFA/Client Services AdministratorUp to £35,000 plus bonus and excellent benefitsThe OpportunitySuperb opportunity to join a firm of successful Chartered Planners who are entering their second decade of development...


  • Sevenoaks, United Kingdom Savills Full time

    **Role Overview** This a fantastic opportunity to join a highly motivated team of Building Surveyors, Architects and Technicians covering the South East of England. The role requires you to take ownership of key projects and be able to operate both independently and as part of a team. **Team Overview** Savills culture is one of trust and respect, teamwork...


  • Sevenoaks, United Kingdom TPF Recruitment Full time

    TPF Recruitment, Kent’s leading accountancy practicerecruitment agency has a fantastic Corporate Tax Senior Manager opportunity at highly regarded accountancy practice based in Sevenoaks. This is a fantastic position, offering excellent exposure and a clear route of progression to become a Director. Part-time applicants will also be considered.Support...


  • Sevenoaks, United Kingdom JMC Legal Recruitment Full time

    Overview A highly regarded UK firm is seeking a senior contentious construction lawyer, at the Senior Associate or Legal Director level, to join its growing Sevenoaks office. With a national reputation for construction and engineering work, the team advises on high-value disputes for developers, funders, contractors, and public sector clients across the...


  • Sevenoaks, United Kingdom Boots Full time

    Summary Job Reference: - 226377BR Sevenoaks, High Street Permanent 13 hours per week **The hourly rate for this role is £10.42, and up to £10.95 across selected locations within London. The hourly rate will increase after 6 months in role.** No previous experience is required, and full training will be provided. **The importance of your...

  • Network Engineer

    23 hours ago


    Sevenoaks, United Kingdom CBSbutler Ltd. Full time

    Network Engineer +6 months+ +SC cleared - sole British nationals only due to nature of the project +Hybrid - 1 day on site in Sevenoaks +£425 - £460 a day +Inside IR35 Skills Cisco Aruba LAN / WAN SC clearance This Network Engineering role focusses on implementation of Network services and will cover LAN, WAN, Firewall, and Security infrastructures, with a...

  • Network Engineer

    3 days ago


    Sevenoaks, United Kingdom CBSbutler Holdings Limited trading as CBSbutler Full time

    Network Engineer +6 months+ +SC cleared - sole British nationals only due to nature of the project +Hybrid - 1 day on site in Sevenoaks +£425 - £460 a day +Inside IR35 Skills: +Cisco +Aruba +LAN / WAN +SC clearance This Network Engineering role focusses on implementation of Network services and will cover LAN, WAN, Firewall, and Security...


  • Sevenoaks, United Kingdom Boots Full time

    Job Reference: 193398BR Sevenoaks, High Street Permanent Full-time **The hourly rate for this role is £10.00 - £10.59 depending on the location** **The importance of your role.** Fantastic customer care is at the heart of everything we do, and as a Trainee Pharmacy Advisor you’ll be part of helping patients feel good. It’s everything from the...


  • Sevenoaks, Kent, United Kingdom Etex Full time £104,000 - £130,878 per year

    At Etex, we seek to make a meaningful impact in the lives of our customers and our communities. Are you looking for a company where you can learn, grow & lead? Join us as a Construction Site Technician, covering South UK (Ideal location Sussex)You will be responsible for promoting and supporting on site system compliancy for all Etex BP Framework Partner...

  • Head of Compliance

    23 hours ago


    Sevenoaks, United Kingdom Farrer Barnes Limited Full time

    Our client is looking for an experienced and collaborative Head of Compliance to join their team and support the company. To succeed in this role you should have experience of working within a directly authorised and regulated organisation, a detailedunderstanding and knowledge of relevant FCA rules and guidance including conduct of business, within a senior...