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 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
- Assistance with compliance and money laundering functions
- File audit

Does this seem like the next move for you?

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