Paraplanner
Taylor James Professional Recruitment
Job Description
We are partnered with a highly regarded, award-winning financial planning firm in Sevenoaks to recruit an experienced Paraplanner.Our client has built a strong reputation for their supportive team culture, genuine work-life balance and clear opportunities for internal progression, making this an excellent opportunity for experienced paraplanners seeking a long-term career move within wealth management.Note: Our client is also keen to speak with candidates who may be interested in progressing into a advice in the future, offering a clear development pathway.Role OverviewProviding technical support to financial plannersAttending client meetings Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendationsCashflow modellingIHT PlanningWriting & tailoring high quality suitability letters based on consultation with the AdviserDemonstrating an awareness of compliance & regulationsFull job specification available on requestKey Requirements Minimum 2 years experience(essential)Level 4 Qualified(essential)The PackageStarting salary: up to c£52,000 +bonusHybrid / flexible working26 days holidayFull study support towards professional qualificationsRegular company social eventsTo be considered for this opportunity, please submit your latest CV or connect with Paul Taylor on LinkedIn.