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Job Specification

Financial Services


One of the South East’s leading firms of Financial Advisers is looking for a Paraplanner.

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

Experience of using Advisor Office and platform software will be an advantage, but full training can be provided. Support will also be provided with ongoing studies.

Kent, UK



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