Taylor James Professional Recruitment
Sevenoaks, Kent
We are partnered with a highly regarded, award-winning financial planning firm in Sevenoaks to recruit an experienced Paraplanner . Our client has built a strong reputation for their supportive team culture, genuine work-life balance and clear opportunities for internal progression , making this an excellent opportunity for experienced paraplanners seeking a long-term career move within wealth management . Note: Our client is also keen to speak with candidates who may be interested in progressing into a advice in the future , offering a clear development pathway. Role Overview Providing technical support to financial planners Attending client meetings Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations Cashflow modelling IHT Planning Writing & tailoring high quality suitability letters based on consultation with the Adviser Demonstrating an awareness of compliance & regulations Full job specification available on request Key Requirements Minimum 2 years experience (essential) Level 4 Qualified (essential) The Package Starting salary: up to c£52,000 +bonus Hybrid / flexible working 26 days holiday Full study support towards professional qualifications Regular company social events To be considered for this opportunity, please submit your latest CV or connect with Paul Taylor on LinkedIn .
May 11, 2026
Full time
We are partnered with a highly regarded, award-winning financial planning firm in Sevenoaks to recruit an experienced Paraplanner . Our client has built a strong reputation for their supportive team culture, genuine work-life balance and clear opportunities for internal progression , making this an excellent opportunity for experienced paraplanners seeking a long-term career move within wealth management . Note: Our client is also keen to speak with candidates who may be interested in progressing into a advice in the future , offering a clear development pathway. Role Overview Providing technical support to financial planners Attending client meetings Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations Cashflow modelling IHT Planning Writing & tailoring high quality suitability letters based on consultation with the Adviser Demonstrating an awareness of compliance & regulations Full job specification available on request Key Requirements Minimum 2 years experience (essential) Level 4 Qualified (essential) The Package Starting salary: up to c£52,000 +bonus Hybrid / flexible working 26 days holiday Full study support towards professional qualifications Regular company social events To be considered for this opportunity, please submit your latest CV or connect with Paul Taylor on LinkedIn .
We are partnered with a prestigious firm of chartered financial planners who as a result of continued business growth, are looking to add to their City of London based financial planning team. We are looking to speak with enthusiastic and forward-thinking financial planners, who will offer totally independent & professional advice to HNW clientele. Considering the level of wealth held by the firm's client base, the advice offered will prove both complex & highly interesting. Role overview: full client job specification & commission structure available Deliver high quality, bespoke advice to HNW individuals Manage an existing client base Utilise leads in order to extend the existing client base & develop effective relationships Attend industry seminars to ensure service given is up to date and relevant Full administrative & paraplanning support is provided The Person: Chartered status ( essential ) C 3 years+ financial planning experience ( essential ) Experience in servicing HNW ( essential ) Offering a basic starting salary of up to c £100,000 lucrative commission structure & an extensive benefits package. To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.
Sep 26, 2025
Full time
We are partnered with a prestigious firm of chartered financial planners who as a result of continued business growth, are looking to add to their City of London based financial planning team. We are looking to speak with enthusiastic and forward-thinking financial planners, who will offer totally independent & professional advice to HNW clientele. Considering the level of wealth held by the firm's client base, the advice offered will prove both complex & highly interesting. Role overview: full client job specification & commission structure available Deliver high quality, bespoke advice to HNW individuals Manage an existing client base Utilise leads in order to extend the existing client base & develop effective relationships Attend industry seminars to ensure service given is up to date and relevant Full administrative & paraplanning support is provided The Person: Chartered status ( essential ) C 3 years+ financial planning experience ( essential ) Experience in servicing HNW ( essential ) Offering a basic starting salary of up to c £100,000 lucrative commission structure & an extensive benefits package. To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.
