Paraplanner - Ashford
2 months ago
**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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Paraplanner - Ashford
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Ashford, Kent, United Kingdom Blakemore Recruitment Full timeRole - ParaplannerSalary - £50,000Location - AshfordWe 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.Key Requirements:At least three years financial services experienceA high degree...
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Paraplanner - Ashford
2 weeks ago
Ashford, Kent, United Kingdom Blakemore Recruitment Full timeRole: ParaplannerSalary: £50,000Location: AshfordWe 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.Key Requirements:At least three years financial services experienceA high degree of...
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Paraplanner - Ashford
2 months ago
Ashford, Kent, United Kingdom Blakemore Recruitment Full time{"h1": "Paraplanner Role in Ashford", "p": "We are seeking an experienced Paraplanner to join our Wealth Management client\u2019s busy Ashford office. The successful candidate will provide paraplanning support for our growing team of 16 Financial Advisers, utilizing XPlan software.Key Responsibilities:* Paraplanning for qualified advisers* Product and...
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Paraplanner - Ashford
2 months ago
Ashford, Kent, United Kingdom Blakemore Recruitment Full time{"h1": "Paraplanner Role in Ashford", "p": "We are seeking an experienced Paraplanner to join our Wealth Management client\u2019s busy Ashford office. The successful candidate will provide paraplanning support for our growing team of 16 Financial Advisers, utilizing XPlan software.Key Responsibilities:* Paraplanning for qualified advisers* Product and...
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Paraplanner - Ashford
1 month ago
Ashford, Kent, United Kingdom Blakemore Recruitment Full timeParaplanner Job DescriptionWe are seeking an experienced Paraplanner to join our Wealth Management client's busy Ashford office.Key Responsibilities:Provide paraplanning support for our team of Financial AdvisersAssist with product and solution researchWrite and review reportsDesign report templatesAdminister and maintain client filesObtain illustrations...
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Paraplanner - Ashford
1 month ago
Ashford, Kent, United Kingdom Blakemore Recruitment Full timeParaplanner Job DescriptionWe are seeking an experienced Paraplanner to join our Wealth Management client's busy Ashford office.Key Responsibilities:Provide paraplanning support for our team of Financial AdvisersAssist with product and solution researchWrite and review reportsDesign report templatesAdminister and maintain client filesObtain illustrations...
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Ashford, Kent, United Kingdom Blakemore Recruitment Full timeParaplanner Job OpportunityWe are seeking an experienced Paraplanner to join our Wealth Management client's busy Ashford office.Key Responsibilities:Provide paraplanning support for our team of Financial AdvisersConduct product and solution researchWrite and review reportsDesign report templatesAdminister and maintain client filesObtain illustrations from...
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Paraplanner - Ashford
1 month ago
Ashford, Kent, United Kingdom Blakemore Recruitment Full timeParaplanner Job OpportunityWe are seeking an experienced Paraplanner to join our Wealth Management client's busy Ashford office.Key Responsibilities:Provide comprehensive paraplanning support to our team of 16 Financial Advisers.Conduct product and solution research to ensure the best outcomes for clients.Prepare and review reports, as well as design report...
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Paraplanner - Ashford
2 months ago
Ashford, Kent, United Kingdom Blakemore Recruitment Full timeParaplanner PositionSalary: £50,000Industry: Financial ServicesWe are currently seeking a skilled Paraplanner to join our team at Blakemore Recruitment. This role involves providing comprehensive support to a team of Financial Advisers in a dynamic and fast-paced environment.Requirements:Minimum three years of experience in financial servicesStrong computer...
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Paraplanner - Ashford
2 months ago
Ashford, Kent, United Kingdom Blakemore Recruitment Full timeParaplanner PositionSalary: £50,000Industry: Financial ServicesWe are currently seeking a skilled Paraplanner to join our team at Blakemore Recruitment. This role involves providing comprehensive support to a team of Financial Advisers in a dynamic and fast-paced environment.Requirements:Minimum three years of experience in financial servicesStrong computer...
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Experienced Paraplanner Wanted
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Ashford, Kent, United Kingdom Blakemore Recruitment Full time**Job Summary**We are seeking an experienced Paraplanner to join our Wealth Management client's busy Ashford office. The successful candidate will provide comprehensive support to our team of 16 Financial Advisers, ensuring seamless delivery of paraplanning services.**Key Responsibilities**Provide high-quality paraplanning support to our Financial Advisers,...
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Experienced Paraplanner Wanted
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Ashford, Kent, United Kingdom Blakemore Recruitment Full time**Job Summary**We are seeking an experienced Paraplanner to join our Wealth Management client's busy Ashford office. The successful candidate will provide comprehensive support to our team of 16 Financial Advisers, ensuring seamless delivery of paraplanning services.**Key Responsibilities**Provide high-quality paraplanning support to our Financial Advisers,...
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