Senior Paraplanner

• BRAND NEW VACANCY - Senior Paraplanner vacancy


• Boutique Wealth Management Firm


• Sevenoaks (Kent)


• £48k - £50k basic salary plus benefits


• 3 days in the office per week after onboarding/training

My client are a Chartered independent wealth planning firm with offices in Sevenoaks (Kent). They offer whole of market financial advice to HNW Kent based retirees, accumulators, local families and SME owners based across. They give advice on pensions, investments, tax planning, IHT, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 25+ years. An average client has £900k - £1m invested but the top clients have £5m+.

The MD is creating a brand-new role for a Paraplanner You will be ideally studying towards your level 4 diploma, pr have achieved this already either via CII or CISI or LIBF and keen to further enhance your technical knowledge with ongoing CPD work. Knowledge of Intelligent Office and Voyant cashflow modelling tools will be highly advantageous. You will be responsible for end-to-end report writing, technical analysis, all appropriate research to find the best solutions for clients and thereafter aiding the advisers with compiling the most appropriate advice. You will have the opportunity to attend client meetings if you choose to, but there isn't a route to advising for a minimum of 3 - 4 years.

If this role sounds of interest or any other roles I am working on please get in touch.

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