Paraplanner Assistant
3 days ago
We're seeking a highly skilled individual to join our team as a Paraplanner Support in Ashford. The successful candidate will have a strong background in financial administration and excellent analytical skills.
The salary for this position is £25k - £30k per annum.
Job DescriptionAs a Paraplanner Support, you'll play a crucial role in supporting our Business Owner and Paraplanner Team. Your responsibilities will include preparing meeting packs, analyzing investment portfolios, and verifying client reports.
Key Skills and Qualifications:
- 2+ years of experience in financial administration.
- Expertise in fund and product research.
- In-depth knowledge of pensions and investments.
- Exceptional analytical capabilities.
- Strong communication and interpersonal skills.
- Excellent written communication skills.
- Intelligent Office proficiency (desired).
- Self-motivated with exceptional time and caseload management skills.
Benefits of this role include flexible working hours, home-based work options, and comprehensive training and exam support. If you're passionate about financial services and eager to develop your skills, we encourage you to apply.
-
Paraplanning Specialist
3 weeks ago
Ashford, Kent, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled Paraplanner to support our Wealth Management client in Ashford.The ideal candidate will have at least three years of experience in financial services and a high level of computer literacy.Key Responsibilities:Paraplanning for qualified advisersProduct and solution researchReport writing and reviewReport template designAdministration...
-
Paraplanner - Ashford
6 months ago
Ashford, United Kingdom Blakemore Recruitment Full timeRole - 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...