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We are recruiting for our Wealth Management client who is 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 you have:
* At least three years of financial services experience
* A high degree of computer literacy/competence.
* Preferably at least Diploma Qualified.
You will be joining 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:
* Flexibility
The job involves…
* Paraplanning for qualified advisers
* Product and solution research
* Report writing and review
* Administration and maintenance of client files
* Obtaining illustrations from product providers and the internet
* Completion and issuing of client application forms and illustrations.
* Assistance with compliance and money laundering functions
Does this seem like the next move for you?
Please apply or get in touch for more information.
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