At a Glance
- Tasks: Conduct detailed analysis and prepare bespoke financial plans for clients.
- Company: Well-established financial planning firm with a supportive team environment.
- Benefits: Competitive salary up to £45,000, pension contributions, study support, and 20 days annual leave.
- Other info: Mentorship opportunities and a client-centric approach.
- Why this job: Join a collaborative team and make a real difference in clients' financial futures.
- Qualifications: At least 2 years of experience and a Level 4 Diploma in Financial Planning.
The predicted salary is between 45000 - 45000 £ per year.
Swarm Recruitment is looking for an experienced Paraplanner to join a well-established financial planning firm in Tonbridge, UK. The role involves conducting detailed analysis and preparing bespoke financial plans for clients.
Candidates should have at least 2 years of experience and a Level 4 Diploma in Financial Planning. The firm values collaboration, mentorship, and a client-centric approach, with a supportive team environment.
Competitive salary up to £45,000 plus benefits including pension contributions, study support, and 20 days annual leave.
Paraplanner: Pensions, Investments & Retirement (Hybrid) in Tonbridge employer: Swarm Recruitment
Join a well-established financial planning firm in Tonbridge, where collaboration and mentorship are at the heart of our supportive work culture. We offer competitive salaries, generous benefits including pension contributions and study support, and ample opportunities for professional growth, making us an excellent employer for those seeking a meaningful career in financial planning.
