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.