BRAND NEW VACANCY: Senior Paraplanner Vacancy
Kent based Chartered IFA firm
Salary is negotiable £40k - £60k plus bonus and benefits
Career Paraplanner or longer term route to Advising
Working with Chartered Advisers
My client, who has offices across Kent with a highly experienced team of Employed Chartered Advisers are a wealth planning practice who have been operating for over 25 years. They maintain a very high level of staff satisfaction and low turnover. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are City professionals, retirees, accumulators, business owners and families across Kent, Sussex & London with up to £20m of investable assets. Business is busier than ever with a growing number of new queries coming into their inboxes through referrals and recommendations.
A brand-new vacancy has been created for an experienced Paraplanner. You will be working in a pooled environment of other paraplanners conducting end to end suitability report writing, research, calculations, and other necessary technical work on whole of market products. You will be diploma qualified or be close to it and ideally have knowledge of Intelligent Office and a variety of platforms, but training will be provided. There is a longer term route to advising for the right candidate but a career paraplanner would be ideal.
Responsibilities
* Conduct end to end suitability report writing
* Perform research and calculations on whole of market products
* Collaborate with Chartered Advisers
Benefits
* Salary: (negotiable up to £60k)
* 25 days annual leave + bank holidays (33 days)
* 37.5 hours per week (8.30 to 5 with hour for lunch)
* Full benefits package
If this role sounds of interest or any other roles I am working on please get in touch. Contact Peter Fozard at Financial Divisions.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance
#J-18808-Ljbffr