ParaplannerTonbridge, KentUp to £50,000Based in Tonbridge and working within a small, collaborative IFA practice, the position offers clear progression towards a senior paraplanning role alongside mentorship from a Chartered Senior Paraplanner with over thirty years of experience in the profession.You will be carrying out complex suitability research and analysis, producing client reports and providing technical support to the adviser team. The client base is weighted towards high-net-worth individuals (HNW) approaching or in retirement, so a solid working knowledge of pensions, investments, estate planning and protection is important. The practice works across a number of platforms including Transact, Aberdeen and Quilter, and experience with cashflow modelling and technical analysis software will be expected.What matters more is a minimum of two years' paraplanning experience within an IFA environment and a sound understanding of FCA regulatory requirements. The firm will cover the cost of any exams or training you undertake, and progression within the role is clearly mapped out rather than left to chance.The role is predominantly office based in Tonbridge, with the possibility of working from home one or two days a week once you are settled in after an initial period. (
Pension Paraplanner in Tonbridge employer: Financial Divisions (City) LLP
Join a highly regarded wealth management firm in Bristol as a Team Manager, where you will not only lead a dedicated team but also engage directly with clients and Financial Planners. Enjoy a supportive and collaborative work culture that prioritises employee growth through ongoing training, full study support for professional qualifications, and excellent career progression opportunities. With a competitive salary, hybrid working options, and a comprehensive benefits package, this role offers a meaningful and rewarding career path in financial planning.
Contact Details:
Financial Divisions (City) LLP Recruitment Team
