Paraplanner - Award Winning Ifa - South Ashford, United Kingdom - Financial Careers Ltd

Financial Careers Ltd

Verified Company

South Ashford, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Our client is a leading independent adviser firm operating throughout the South of England for over 30 years. Providing friendly, helpful & impartial independent financial advice from the whole market. They look after over £125 million of client money. Theynow have a vacancy for an experienced, IFA paraplanner based at their busy Ashford, Kent head office.

The job entails all aspects of Paraplanner support for a successful and growing team of 16 financial and 4 mortgage & protection advisers.

We need
- _At least three years of financial services experience_
- _A high degree of computer literacy/ competence._
- _Preferably at least Diploma Qualified._

You will be providing Paraplanning support for private individuals, companies, trusts, and charities with advice on wealth management, retirement, auto-enrolment, mortgages, and tax planning.

The successful applicant will be joining an existing 12-strong team based in Ashford based using XPlan.

We are looking for:

Flexibility
Positive attitude
Team ethos

The job involves

Paraplanning for qualified advisers
Product and solution research
Report writing and review
Report template design
Administration and maintenance of client files
Obtaining illustrations from product providers and the internet
Assistance with compliance and money laundering functions
File audits

Office hours are Monday to Friday with an hour for lunch.

(there will be some flexibility for home working after a qualifying period doe) The office is just a few minutes' walk from Ashford train station and there is parking on site as well.

Salary £30,000 - £40,000 depending on experience + benefits