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Paraplanner – IFA/ Wealth Management

Job Specification

Financial Services
Kent

Overview

Title: Paraplanner – IFA/ Wealth Management – Kent

Location: Kent

Salary: £37k

A well-established IFA firm in the heart of Kent are looking for an experienced Paraplanner to join their growing team.

Our client is authorised and regulated by the FCA and looking for support in writing complex financial planning reports on issues such as Trust Planning, IHT Planning, Pensions, Investment and Wealth Management.

A demanding and amazing opportunity for the candidate to get involved and support an Independent Financial Adviser. In addition to this, engagement with other departments within the business is essential to ensure that client service is delivered successfully.

This is a full time, office based employed role with the potential for the below benefits;

  • Annual discretionary bonus
  • Pension scheme membership (with a 5% employer contribution, increasing to 9% after 5 years’ service)
  • Group Life cover (4 x earnings)
  • Group Income Protection cover
  • Salary is negotiable based on experience
Speak to one of our consultants 0203 764 2350



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