Our Paraplanners support our Financial Planners providing first-class advice to clients across the UK.
How you support clients’ financial futures
We have vacancies for experienced paraplanners who can demonstrate the following:
An in-depth knowledge of the products and services we use to meet our clients’ needs.
Excellent report writing and presentation skills.
Diploma qualified (or working towards qualification).
We also believe:
Leading change and driving growth from the front, positively challenging industry convention to create new and rewarding opportunities for our customers and ourselves.
3a Swallowfield Courtyard
Trusts, Inheritance Tax Planning, Estate Planning and Tax Planning are not regulated by the Financial Conduct Authority.
The guidance and/or information contained within this website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK.
Kind Wealth Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.
Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the financial conduct register (https://register.fca.org.uk/s) under references 440703 and 440718.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited October 2023
Kind Wealth is registered in England and Wales No 08431437, Registered Address 3B Swallowfield Courtyard, Wolverhampton Road, Oldbury, B69 2JG.