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 Joanna at Financial Divisions.