Chartered Paraplanner – Holistic Financial Planning

Premier Jobs UK Limited; Chatham; On-site; GBP 60,000 - 80,000; Full time

Job summary

A local financial planning firm in Maidstone is seeking an experienced Paraplanner to support their Financial Advisors. The role involves conducting research, analysis, and report writing. The ideal candidate will have a Level 4 Diploma in Financial Planning and strong technical skills, driven by a commitment to client service. This is an office-based position with no evening or weekend work required.

Benefits

Competitive salary

No evening or weekend work

Loyal team environment

Qualifications

• Experienced Paraplanner with strong technical expertise.
• Level 4 Diploma in Financial Planning qualified, preferably close to Chartered status.
• Motivated by delivering great service to clients.

Responsibilities

• Support Financial Advisors with complex, holistic financial planning.
• Undertake research, analysis, and report writing.

Skills

Technical expertise

Client service orientation

Education

Level 4 Diploma in Financial Planning

Job description

A local financial planning firm in Maidstone is seeking an experienced Paraplanner to support their Financial Advisors. The role involves conducting research, analysis, and report writing. The ideal candidate will have a Level 4 Diploma in Financial Planning and strong technical skills, driven by a commitment to client service. This is an office-based position with no evening or weekend work required.