Paraplanner - Ashford

2 months ago


Ashford, Kent, United Kingdom Blakemore Recruitment Full time

**Job Summary**

We are seeking an experienced Paraplanner to join our Wealth Management client's busy office in Ashford. The successful candidate will provide comprehensive support to our team of 16 Financial Advisers, handling all aspects of paraplanning.

**Key Responsibilities**

  • Assist in the preparation of financial plans and reports for qualified advisers
  • Conduct product and solution research to ensure the best options for clients
  • Write and review reports, as well as design report templates
  • Manage client files, including administration and maintenance
  • Obtain illustrations from product providers and the internet
  • Complete and issue client application forms and illustrations
  • Support compliance and money laundering functions
  • Perform file audits

**Requirements**

  • At least three years of experience in the financial services industry
  • High degree of computer literacy and competence
  • Preferably, a Diploma qualification

**Company Overview**

Our client is a privately owned firm of independent financial advisers, supporting private individuals, companies, trusts, and charities with advice on wealth management, retirement, auto-enrolment, mortgages, and tax planning.

**What We Offer**

  • A positive and supportive team environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package


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