Paraplanner - Ashford

6 days 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

  • Paraplanner - Ashford

    6 days ago

    Ashford, Kent, United Kingdom Blakemore Recruitment Full time

    Paraplanner 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...

  • Paraplanner - Ashford

    2 weeks ago

    Ashford, Kent, United Kingdom Blakemore Recruitment Full time

    Paraplanner 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...

  • Experienced Paraplanner Wanted

    7 days 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,...

  • Experienced Paraplanner Wanted

    6 days 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,...

  • Paraplanning Role in Ashford

    7 days 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...

  • Paraplanning Role in Ashford

    6 days 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...

  • Paraplanner - Ashford

    4 months ago

    Ashford, United Kingdom Blakemore Recruitment Full time

    Role - Paraplanner Salary - £50,000 Location - Ashford We 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. Do yo have: At least three years financial services experience A high...