Job Description
This Paraplanner job in Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered statusYou will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.In your role as a Paraplanner, you will be supporting their team of Financial Advisors who typically deal with complex, holistic financial planning for HNW clients. This is an exciting role for a technically strong individual who enjoys being involved in creating excellent recommendations for clients. Naturally, your role will involve undertaking research, analysis and report writing.You will be supported by their team of Administrators, T&C and compliance, all working in-house together to create the best outcomes for clients.Our client does not have a targeted approach, whereas their goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there.The CompanyOur client has been established for over 30 years, and is independently owned, with no plans to sell out.
The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand.Paraplanner RequirementsYou must be an experienced Paraplanner with strong technical expertiseYou must be Level 4 Diploma in Financial Planning qualified with preference towards individuals holding or close to achieving Chartered statusOur client is focused on values driven individuals who are motivated by delivering great service to clientsParaplanner BenefitsSalary of £45,000 - £60,000 (negotiable) plus discretionary bonusCompany benefits include 10% company pension contribution, 25 days holiday plus bank holidays and cash planOffice based roleNo evenings or weekends workLoyal team who enjoy working together and being valued for their inputLocationsFolkestoneLiability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.TPBN1_UKTJ