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, including product and solution research, report writing, and review.
  • Assist with administration and maintenance of client files, ensuring accurate and up-to-date records.
  • Obtain illustrations from product providers and the internet, and complete and issue client application forms and illustrations.
  • Support compliance and money laundering functions, and participate in file audits.

**Requirements**

  • At least three years of experience in financial services, with a strong understanding of paraplanning principles and practices.
  • High degree of computer literacy and competence, with proficiency in XPlan.
  • Preferably, a Diploma qualification in a relevant field.

**What We Offer**

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.

As a Paraplanner with our client, you will join a dynamic and supportive team, working with a range of clients and products. If you are a motivated and organized individual with a passion for paraplanning, we encourage you to apply.



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