paraplanning jobs in Kent

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.

You will receive full support from their team, including administration, paraplanning, T&C and compliance. The business prides themselves on their culture and team camaraderie, and ensure that new joiners have the right fit within the team.

You will be working within a growing London practice with c. £120m AUA and around 80 core client relationships, supported by full back-office infrastructure and team.

Location Westerham Salary £60000 - £65000 TypePermanent WorkplaceHybrid Ref89197 Recruiter Managing This Role Employed Financial Adviser Existing client bank £60,000 £65,000 + Bonus (OTE £90,000 £95,000) Our client is a well-established and fast-growing Wealth Management practice based in Kent, providing expert, independent financial advice across pensions, investments, and holistic financial...

You will be working closely with an extremely experienced Financial Advisor who has a large/high income portfolio of high net worth private clients

A financial planning firm in Folkestone is seeking an experienced financial adviser to manage an existing client bank. Responsibilities include conducting financial reviews, identifying new business opportunities, and receiving support from the paraplanning team. The ideal candidate will have at least 2 years of experience and a Level 4 Diploma. This role is perfect for someone passionate about...

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.

You will receive full support from their team, including administration, paraplanning, T&C and compliance. The business prides themselves on their culture and team camaraderie, and ensure that new joiners have the right fit within the team.

Description:Estate Agent Senior Sales Negotiator / Property ListerOur Clients, a very well established and well respected independent Estate Agency, are seeking an experienced and skilled Senior Sales Negotiator / Property Lister to join their flourishing team. If you are an Experienced Estate Agent, this is a perfect opportunity to grow your career and join a fantastic and vibrant...

Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK.Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.They are award winning, regularly in the financial press and are PE backed for further growth & acquisition, there has never been a...

PSM Recruitment is looking for an experienced Senior Administrator / Junior Paraplanner for our client based in Folkestone. This is an excellent opportunity for someone who enjoys responsibility, takes pride in high-quality work, and wants to demonstrate they can successfully run the administration function of a small office while managing and supporting others.Reporting directly to the Senior...

Our client is looking for a Wealth Planner to join their team based near Faversham, Kent . The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income for the company. Key Responsibilities To comply with FCA rules and guidance and Compliance...

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.

You will receive full support from their team, including administration, paraplanning, T&C and compliance. The business prides themselves on their culture and team camaraderie, and ensure that new joiners have the right fit within the team.

You will have full administration support behind you, along with open lines of communication between the Paraplanning team and Advisory staff. What is required to be considered? Proven experience within a Paraplanning positionComprehensive knowledge of Pensions and Investments products Level 4 Diploma qualified (desirable)

You will be joinging a privately owned firm of independent financial advisers. It supports private individuals, companies, trusts and charities with advice on wealth management, retirement, auto enrolment, mortgages and tax planning. The successful paraplanner applicant will join their existing 12 strong support team using XPlan.

You will be working within a growing London practice with c. £120m AUA and around 80 core client relationships, supported by full back-office infrastructure and team.

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.

You will receive full support from their team, including administration, paraplanning, T&C and compliance.

You must be a qualified and experienced Financial Advisor with strong technical expertise

You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team.

You must have a minimum of 2 year's experience in an advisory role.

You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease.

A financial planning firm in Folkestone is seeking an experienced financial adviser to manage an existing client bank. The ideal candidate will have at least 2 years of experience and a Level 4 Diploma. Responsibilities include conducting financial reviews, identifying new business opportunities, and receiving support from the paraplanning team. This role is perfect for someone passionate about...

A financial planning firm in Folkestone is seeking an experienced financial adviser to service an existing client bank. The ideal candidate should have a minimum of 2 years' experience in an advisory role and hold a Level 4 Diploma. Responsibilities include conducting financial reviews and identifying opportunities for new business while receiving full support from the paraplanning team. This...

You will conduct financial reviews, identify new business opportunities, and work closely with the paraplanning team for full support. This role offers a great opportunity for growth and professional development in a supportive environment.

You must be an existing adviser with full diploma qualification and current SPS.

You must also be experienced in offering financial planning advice to private clients. This is an excellent opportunity to join an existing business without the pressures of looking to win client relationships and do the best part of the job - giving advice!