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A leading financial services firm in Ashford is seeking an experienced Paraplanner to support their team. Responsibilities include paraplanning, research, report writing, and client administration. Ideal candidates will have at least three years of experience and be proficient in XPlan.
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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.
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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:
The job involves…
Does this seem like the next move for you?
Please apply or get in touch for more information.