Paraplanner

2 weeks ago

Ashford, United Kingdom Reed Insurance Full time

**IFA Paraplanner - Ashford - £35-40k Dependent on experience**

Operating in Kent for over 30 years, privately owned firm of IFA's supporting private individuals, companies, trusts and charities with advice on wealth management, retirement, auto enrolment, mortgages and tax planning.

The successful paraplanner will join our existing, 12 strong support team using XPlan.

**We 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
Assistance with compliance and money laundering functions
File audit

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

Office hours are 9 - 5.30 Monday to Friday with an hour for lunch.

  • Paraplanner

    3 weeks ago

    Ashford, United Kingdom Blakemore Recruitment Full time

    Role - Paraplanner Salary - £40,000 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...

  • Paraplanner

    1 month ago

    Ashford, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    **Job Title: Paraplanner** **Location: Ashford** **Salary: £30,000 - £45,000** **The Company**: We are working on a brand-new position with an Independent Financial Planning business in Ashford who are searching to add an additional member to the Paraplanning department helping with the provision of Financial Advice to valued clients. This firm has...

  • Paraplanner

    1 month ago

    South Ashford, United Kingdom Ortus PSR Full time

    The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. **Responsibilities**: - Technical support to our Adviser Team - Research the most suitable product and tax wrapper - Write suitability letter reports for investment, pension,...