Paraplanner

Paraplanner

Job description

Job Description

Paraplanner

Salary : to £ 40000 p.a.

Location : Southern England, Southern England

Type : PERM

Ref : VR / 03699

Paraplanner

One the South Easts leading firms of Financial Advisers are looking for a qualified Paraplanner to join their friendly team.

Established in 1973, the Company operates from its Head Office, just outside Canterbury. We are authorised and regulated by the Financial Conduct Authority.

We are currently looking for a Paraplanner with experience in writing complex financial planning reports on issues such as Trust Planning, IHT Planning, Pensions, Investments and Wealth Management.

The role will involve all aspects of supporting an Independent Financial Adviser. In addition,





you will be expected to be able to engage with the other departments within the business to ensure that client service is delivered successfully.

Experience of using Adviser Office and platform software will be an advantage, but full training can be provided.

We have a commitment to the highest levels of professionalism. The candidate will ideally be at least Diploma (Level 4) qualified and we provide support with ongoing study.

This is a full time role with the potential for an annual discretionary bonus. Further benefits include pension scheme membership (with a 5% employer contribution, increasing to 9% after 5 years service), Group Life cover (4 x earnings) and Group Income Protection cover.

Salary is negotiable based on experience.

▶️ Paraplanner
🖊️ Nelson Scott
📍 South West England