Paraplanner

5 days ago


South Ashford, United Kingdom TEMPLEGATE RECRUITMENT Full time

**TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters**
**Job Title**: Paraplanner
**Location**: Ashford

**Benefits**: Competitive salary, Pension, Holiday, Progression.
**Office hours are 9 - 5.30 Monday to Friday with an hour for lunch.**
**Salary**: £30,000 to £40,000 depending on qualifications and experience
**About the Company**:
Our Client have been Operating in Kent for over 30 years. This firm is a privately owned firm of independent financial advisers. It supports private individuals, companies, trusts and charities with advice on wealth management, retirement, auto enrolment, mortgagesand tax planning.
The successful paraplanner applicant will join their existing, 12 strong, Ashford based support team using XPlan.
**What Your Day to Day Duties Will Include**:

- 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

**What is Needed to Be Considered**:

- Level 4 Diploma Qualified is preferred.
- Previous experience working for an Independent Financial Advisers.
- Be able to write bespoke technical reports.
- Manage own workflows and work well in a team.
- Flexibility
- Positive attitude
- Team ethos

Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for_


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