Job Description
Senior Paraplanner- Route to Adviser -Wealth Management Firm
Kent Hybrid Working
£45,000 - £60,000 + Bonus
Clear route to Adviser
A 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 Role
This 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 For
- Level 4 Diploma qualified (working towards Chartered desirable)
- Strong paraplanning experience within an IFA/wealth management firm
- Excellent technical knowledge across pensions, investments, and tax planning
- Confident engaging with advisers on complex cases and recommendations
- High attention to detail with strong report writing skills
Why Apply?
- Join a Chartered firm with a strong reputation and loyal client base
- Work on complex, high-value cases with real input into advice
- Supportive team environment with experienced advisers and paraplanners
- Ongoing development with a clear pathway to Adviser if desired
Contact Sam at Financial Divisions.
