Paraplanner

This Paraplanner job in Folkestone is available within a local,
independently owned financial planning firm, who are looking to organically
grow their team with individuals close to or holding Chartered status

You will be joining a values driven firm who are passionate
about doing what is right for the client and helping through their technical
expertise.

In your role as a Paraplanner, you will be supporting their
team of Financial Advisors who typically deal with complex, holistic financial
planning for HNW clients. This is an exciting role for a technically strong
individual who enjoys being involved in creating excellent recommendations for
clients. Naturally, your role will involve undertaking research, analysis and
report writing.

You will be supported by their team of Administrators,
T&C and compliance, all working in-house together to create the best
outcomes for clients.

Our client does not have a targeted approach, whereas their goal
is to deliver quality, holistic financial planning with strong client
relationships, as they know if that is done correctly, everything will follow
from there.

The Company

Our client has been established for over 30 years, and is
independently owned, with no plans to sell out. The business continues to
sustainably grow organically, enabling them to naturally build their team to
meet the increased demand.

Paraplanner Requirements

• You
  must be an experienced Paraplanner with strong technical expertise
• You must
  be Level 4 Diploma in Financial Planning qualified with preference towards
  individuals holding or close to achieving Chartered status
• Our
  client is focused on values driven individuals who are motivated by
  delivering great service to clients

Paraplanner Benefits

• Salary
  of £45,000 – £60,000 (negotiable) plus discretionary bonus
• Company
  benefits include 10% company pension contribution, 25 days holiday plus
  bank holidays and cash plan
• Office
  based role
• No
  evenings or weekends work
• Loyal
  team who enjoy working together and being valued for their input

Locations

Folkestone

Call
us now on 0208 0044 154 or click Apply

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