Paraplanner

Overview

This Paraplanner role is located in Maidstone and Folkestone at an independently owned financial planning firm that values technical expertise and client service. The team delivers holistic financial planning for high net worth clients and is looking to grow organically.

Responsibilities

You will support the team of Financial Advisors by undertaking research, analysis and report writing to create high quality recommendations for clients. Backing comes from an in‑house team of Administrators, T&C and compliance, enabling a collaborative approach to client outcomes.

Paraplanner Requirements

• Experienced Paraplanner with strong technical expertise
• Level 4 Diploma in Financial Planning; preference for individuals close to achieving Chartered status
• Motivated by delivering great service to clients within a values‑driven culture

Paraplanner Benefits

• Competitive salary (to be discussed at interview)
• Office based role
• No evenings or weekends work
• Loyal team who enjoy working together and are valued for their input

Locations

• Maidstone
• Folkestone

Contact

Call 0208 0044 154 or click Apply