BRAND NEW VACANCY: Senior Paraplanner, Kent (Offices Across the Region), £40,000-£60,000, Negotiable

Financial Divisions; England; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading Chartered IFA firm in Kent seeks a Senior Paraplanner as part of their expanding team. The role offers an exceptional opportunity to engage in comprehensive financial planning for high-net-worth individuals while providing support to Chartered Advisers. The firm promotes professional development and offers a competitive salary, benefits, and a supportive working environment.

Benefits

Discretionary bonus scheme

25 days holiday + bank holidays (total of 33 days)

Career progression opportunities

Qualifications

• Experienced paraplanner with knowledge of wealth management.
• Diploma in Financial Planning is crucial.
• Ability to work collaboratively within a team.

Responsibilities

• Produce detailed suitability reports across various financial products.
• Conduct technical research to support financial planning.
• Liaise with advisers to ensure seamless client service.

Skills

Technical skills

Collaborative approach

Education

Diploma qualified (DipPFS) or close to completion

Tools

Intelligent Office

Job description

Salary: £40,000 - £60,000 (Negotiable) + Bonus & Full Benefits PackageWork with Chartered Advisers Career Paraplanner or Route to Advising

An exceptional opportunity has arisen with a Chartered IFA firm based in Kent. With over 25 years in the industry, this highly respected wealth planning practice continues to thrive, providing comprehensive financial advice to HNW individuals - including City professionals, business owners, families, and retirees - with investable assets up to £20 million.

I've placed multiple professionals into this firm and have met with the Directors personally. They are known for their strong team culture, excellent client service, and remarkably low staff turnover. Their growth is being driven by a steady flow of high-quality client referrals and recommendations.

The Opportunity:Due to continued expansion, the Managing Director is now looking to appoint a Senior Paraplanner. You'll join a well-established team in a collaborative, pooled paraplanning environment, supporting a group of Chartered Advisers. This is an ideal opportunity for an experienced paraplanner seeking a long-term technical career - or someone with ambitions to move into advising in future.

Key Responsibilities:

• Produce detailed, end-to-end suitability reports across a broad range of financial products
• Conduct technical research and calculations to support holistic financial planning
• Liaise with advisers and administrators to ensure seamless client service
• Work on whole-of-market advice including pensions, investments, IHT, protection, and more
• Support advisers in maintaining exceptional standards of compliance and professionalism

Requirements:

• Diploma qualified (DipPFS) or close to completion
• Experience working in a paraplanning role within an IFA/wealth management setting
• Knowledge of Intelligent Office and various platforms is advantageous (training provided)
• Strong technical skills and a collaborative approach

What's on Offer:

• Salary: £40,000 - £60,000 (negotiable depending on experience)
• Discretionary bonus scheme
• 25 days holiday + bank holidays (total of 33 days)
• 37.5-hour work week (8:30am - 5:00pm with one-hour lunch)
• Full benefits package
• Career progression opportunities, including a potential path to becoming an adviser if desired

This is a brilliant role for a career paraplanner or someone looking to progress within a forward-thinking, supportive Chartered firm.

To apply, or to discuss other roles I'm currently working on, please contact Sam Negbenbor at Financial Divisions.