At a Glance
- Tasks: Join a dynamic team to provide strategic financial planning and client support.
- Company: Renowned Chartered Financial Planning firm with a positive work culture.
- Benefits: Competitive salary from £45k, bonus, hybrid working, and professional development.
- Other info: Supportive environment with opportunities for ongoing professional growth.
- Why this job: Advance your career while making a real impact in financial planning.
- Qualifications: Level 4 Diploma qualified with experience in pensions, investments, and estate planning.
The predicted salary is between 45000 - 50000 £ per year.
Paraplanner - Sevenoaks –from £45k + Bonus + Benefits - Hybrid An exciting opportunity is available for a talented Paraplanner to join a renowned Chartered Financial Planning firm in Sevenoaks.
This role offers a competitive salary of £45-50k plus a discretionary bonus, with the benefit of hybrid working arrangements and parking facilities.
The position is ideal for a Level 4 Diploma Qualified Paraplanner who is looking to advance their career in a supportive and dynamic environment.
The firm, known for its strong growth and positive work culture, seeks to expand its paraplanning team.
The role provides an opportunity to develop technical skills while contributing to the firm’s success.
You will be involved in client meetings alongside advisers, contributing significantly to financial planning.
The role also includes working on high-net-worth cases, providing strategic recommendations, and utilising tools like Voyant for cashflow forecasting.
Candidates should have substantial experience in pensions, investments, inheritance tax, estate planning, and protection, and should be proficient in FE Analytics, Voyant, Excel, and Word.
The firm encourages ongoing professional development, including pursuing Chartered Status.
If you are enthusiastic about joining a firm that values your expertise and supports your career growth, we would be delighted to hear from you!
Please send you cv to Joanna at Financial Divisions for m...
