Paraplanner - Ashford
1 month ago
We 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 templates.
- Administer and maintain client files, including obtaining illustrations from product providers and issuing client application forms.
- Assist with compliance and money laundering functions, as well as file audits.
- At least three years of experience in financial services.
- High degree of computer literacy and competence.
- Preferably, a Diploma qualification.
- A privately owned firm of independent financial advisers, supporting private individuals, companies, trusts, and charities with wealth management, retirement, auto enrolment, mortgages, and tax planning advice.
- A 12-strong support team using XPlan.
- A positive and team-oriented work environment.
If you have the skills and experience we're looking for, please apply or get in touch for more information.
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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...
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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...
-
Paraplanner - Ashford
2 months 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...
-
Paraplanner - Ashford
2 months 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...
-
Paraplanner - Ashford
3 weeks 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 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, including template design...
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Paraplanner - Ashford
4 weeks ago
Ashford, Kent, United Kingdom Blakemore Recruitment Full timeParaplanner Job DescriptionWe are seeking an experienced Paraplanner to join our Wealth Management client in Ashford. The successful candidate will provide support to our team of Financial Advisers, assisting with all aspects of paraplanning.Key Responsibilities:Paraplanning for qualified advisersProduct and solution researchReport writing and reviewReport...
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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, including template design...
-
Paraplanner - Ashford
4 weeks ago
Ashford, Kent, United Kingdom Blakemore Recruitment Full timeParaplanner Job DescriptionWe are seeking an experienced Paraplanner to join our Wealth Management client in Ashford. The successful candidate will provide support to our team of Financial Advisers, assisting with all aspects of paraplanning.Key Responsibilities:Paraplanning for qualified advisersProduct and solution researchReport writing and reviewReport...
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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...
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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...
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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
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 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
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 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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Paraplanning Role in Ashford
2 months ago
Ashford, Kent, United Kingdom Blakemore Recruitment Full time**Job Summary**We are seeking an experienced Paraplanner to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing high-quality paraplanning support to our Financial Advisers.**Key Responsibilities**Provide paraplanning support to a team of 16 Financial AdvisersConduct product and solution researchWrite and review...
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Paraplanning Role in Ashford
2 months ago
Ashford, Kent, United Kingdom Blakemore Recruitment Full time**Job Summary**We are seeking an experienced Paraplanner to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing high-quality paraplanning support to our Financial Advisers.**Key Responsibilities**Provide paraplanning support to a team of 16 Financial AdvisersConduct product and solution researchWrite and review...
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Financial Planning Coordinator
1 month ago
Ashford, Kent, United Kingdom Blakemore Recruitment Full timeFinancial Planning AdministratorWe are currently recruiting for a boutique Wealth Management firm in Ashford who are looking to recruit a Financial Planning Administrator to offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.Key ResponsibilitiesPrepare for client meetings,...