Senior Paraplanner-Route to Adviser-Wealth Management Firm Kent Hybrid £45,000 - £60,000
Senior Paraplanner- Route to Adviser -Wealth Management Firm Kent Hybrid Working £45,000 - £60,000 + Bonus Clear route to AdviserA highly respected Chartered wealth planning firm with offices across Kent is looking to appoint a Senior Paraplanner to support its team of Chartered Financial Advisers.This is a well-established business with an excellent reputation, providing whole-of-market advice to a broad client base including HNW individuals, families, retirees, and business owners across Kent, Sussex, and London. With circa £600m AUM and long-standing client relationships-some spanning over 25 years-they pride themselves on delivering exceptional client outcomes rather than operating in a sales-driven environment.Advice areas include pensions, investments, tax planning, retirement planning, cashflow modelling, protection (personal and corporate), and specialist solutions such as VCT and EIS.The RoleThis is a newly created position offering genuine involvement in the advice process. You will act as a key technical resource to advisers, working on more complex cases and contributing to the development of client strategies-not just report writing.You''ll collaborate closely with advisers, occasionally attend client meetings, and play a pivotal role in shaping recommendations and ensuring high-quality advice delivery.What We''re Looking ForLevel 4 Diploma qualified (working towards Chartered desirable)Strong paraplanning experience within an IFA/wealth management firmExcellent
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