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:
1. At least three years financial services experience
2. A high degree of computer literacy/ competence.
3. Preferably at least Diploma Qualified.
You will be joinging a privately owned firm of independent financial advisers. It supports private individuals, companies, trusts and charities with advice on wealth management, retirement, auto enrolment, mortgages and tax planning.
The successful paraplanner applicant will join their existing 12 strong support team using XPlan.
They are looking for:
4. Flexibility
5. Positive attitude
6. Team ethos
The job involves…
7. Paraplanning for qualified advisers
8. Product and solution research
9. Report writing and review
10. Report template design
11. Administration and maintenance of client files
12. Obtaining illustrations from product providers and the internet
13. Completion and issuing of client application forms and illustrations.
14. Assistance with compliance and money laundering functions
15. File audit
Does this seem like the next move for you?
Please apply or get in touch for more information.