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Senior Paraplanner
Job Posted: a day ago
Salary: £ 40,000 - 55,000 / Annum
Job Type: Permanent
Location: Oxted, Surrey
Expire in: a month
Job Description
Senior Paraplanner
Kent, hybrid work (minimum of 2days in the office)
£40,000 – £55,000
Our client is a well-established Wealth Management practice based in Kent, offering expert advice on pensions, investments, and broader financial planning.
This is an excellent opportunity for an experienced Paraplanner looking to further develop their technical knowledge within a supportive, sociable, and collaborative team. You’ll benefit from full administrative support and clear communication channels between Paraplanning and Advisory teams, enabling you to focus on delivering high-quality, compliant, and client-focused work.
* Prepare detailed suitability reports and technical research for advisers.
* Support advisers in delivering tailored investment and pension recommendations.
* Conduct thorough product research and fund analysis.
* Maintain accurate client records and ensure compliance with internal processes.
* Contribute to process improvements within the Paraplanning function.
Benefits
* £40,000 - £55,000
* Hybrid working: In on Monday and then one other day minimum
* Hours: 8.30am to 5pm
* Friendly, positive working environment
* 24 days’ holiday plus bank holidays (discretionary office closure at Christmas)
* Birthday holiday
* Company pension scheme
* Private medical insurance
* Financial planning services
* Health & wellbeing programme
* Free on-site parking
* Sponsorship for relevant professional exams and paid study leave
To be considered for this Paraplanning position:
* Proven experience in a Paraplanning or similar technical support role within financial planning.
* Strong working knowledge of pensions and investment products.
* Excellent attention to detail and analytical skills.
* Level 4 Diploma in Financial Planning (or close to) - CII/CISI/LIBF
* A proactive, collaborative approach and strong communication skills.
Apply today to be considered for this Senior Paraplanner opportunity. If suitable, one of our specialist consultants will contact you to discuss your experience, motivations, and career goals before presenting your details to the client. We may also recommend other opportunities that align with your background and aspirationsBefore You Apply
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