Location: Canterbury
Salary: £33,000 – £37,500
Are you an experienced Paraplanner looking for your next role?
Are you looking to work closely with the Advisers so you can build and develop strong relationships with the clients?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the whole process – including full research across the whole of the market, bespoke reports and cash flow modelling?
If so, we can help
Company/Role Information:
  • Our client is an independent wealth planning company based in Canterbury in a beautiful office environment with parking available
  • The company is a boutique wealth planning company and you will be working closely with the Advisers
  • This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
  • Full study and exam support if looking to continue to Chartered status, an annual discretionary bonus, pension scheme membership, group life and income protection. 25 days holiday + BH + an additional day off for your birthday
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.