Paraplanner - Ashford

2 weeks ago

Ashford, Kent, United Kingdom Blakemore Recruitment Full time

Role - Paraplanner

Salary - £50,000

Location - Ashford

We are recruiting for our Wealth Management client who are seeking an experienced Paraplanner to join their busy Ashford office. The job entails all aspects of paraplanner support for our growing team of 16 Financial Advisers.

Do yo have:

At least three years financial services experience A high degree of computer literacy/ competence. Preferably at least Diploma Qualified.

You will be joinging a privately owned firm of independent financial advisers. It supports private individuals, companies, trusts and charities with advice on wealth management, retirement, auto enrolment, mortgages and tax planning.

The successful paraplanner applicant will join their existing 12 strong support team using XPlan.

They are looking for:

Flexibility Positive attitude Team ethos

The job involves...

Paraplanning for qualified advisers Product and solution research Report writing and review Report template design Administration and maintenance of client files Obtaining illustrations from product providers and the internet Completion and issuing of client application forms and illustrations. Assistance with compliance and money laundering functions File audit

Does this seem like the next move for you?

Please apply or get in touch for more information.

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