I am recruiting for a highly successful, Independent Wealth Management Firm in Tonbridge Wells, Kent who due to expansion, are looking to on-board a Paraplanner to join the business. You must be a diploma qualified Paraplanner and ideally working towards your Chartered status. Working closely with a Senior Adviser, you will be responsible for producing suitability reports across Pensions Investments and Protection. You will produce cash flow modelling and provide research and recommendations. The role would suit a candidate who genuinely enjoys the technical aspect of Wealth Planning but still gets to enjoy client interaction. So, if you are a diploma qualified Paraplanner, looking for the next step up in your career, this opportunity may be just perfect you. You will be joining a business that is well-established and highly ethical, their approach is very client centric and looking for a like-minded individual. Interviews are taking place right now, so if this sounds like what your next role looks like, please send your CV ASAP.
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