Paraplanner - Ashford

4 weeks ago

Ashford, Kent, United Kingdom Blakemore Recruitment Full time
Paraplanner Job Opportunity

We 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 Advisers
  • Conduct product and solution research
  • Write and review reports
  • Design report templates
  • Administer and maintain client files
  • Obtain illustrations from product providers and the internet
  • Complete and issue client application forms and illustrations
  • Assist with compliance and money laundering functions
  • Perform file audits
Requirements:
  • At least three years of financial services experience
  • High degree of computer literacy and competence
  • Preferably Diploma Qualified

This is a fantastic opportunity to join 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.

The successful Paraplanner will join our existing 12-strong support team using XPlan.

We are looking for someone with flexibility, a positive attitude, and a team ethos.

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