Paraplanner - Ashford

2 weeks ago

Ashford, Kent, United Kingdom Blakemore Recruitment Full time
Paraplanner Position

Salary: £50,000

Industry: Financial Services

We 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 services
  • Strong computer skills
  • Preferably Diploma Qualified

You will be part of a firm that offers financial advice to individuals, companies, trusts, and charities in various areas including wealth management, retirement planning, mortgages, and tax planning.

The successful candidate will be joining a support team of 12 working with XPlan, a leading provider of financial planning software.

Desired Qualities:
  • Flexibility
  • Positive attitude
  • Team player
Responsibilities:
  • Assist qualified advisers with paraplanning
  • Conduct product and solution research
  • Write and review reports
  • Design report templates
  • Manage client files
  • Obtain illustrations from providers
  • Complete client application forms
  • Support compliance and anti-money laundering efforts
  • Conduct file audits

This is an excellent opportunity for a motivated and organized individual to join our team and contribute to the success of our clients.

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