New Appointments Group
02 May 2017
02 Jun 2017
Contract Type
Full Time
A great Paraplanner position is available for a reputable, family owned IFA Practice in Ashford.

Ideally, you will have previous experience as a Paraplanner within a fast-paced environment and have extensive product knowledge in the areas of pensions, investments, mortgages and tax planning.

You must be hard-working and keen to build a long term career within financial planning.


- Preparation of required suitability reports, including solution design in conjunction with the Financial Planner
- Liaise with Financial Planner to provide briefing for any updates/recommendations for client portfolio
- Obtain key features documents, factsheets, illustrations and Exchange quotes through appropriate source
- Submission and chasing of applications with product providers and lenders
- Keep up to date on all new industry specific regulations, including FCA Conduct of Business Rules and compliance matters, and ensuring these standards are maintained.


- Previous experience of working in a similar role within financial services
- Previous data research and report writing within financial services
- Adaptable to changing demands and priorities.
- At least three years financial services experience
- Excellent computer skills to include Word and Excel. Prior experience using XPlan would also be a benefit
- Strong communication skills
- Ideally you will be working for an IFA or in a Wealth Management environment and hold the level 4 Dip PFS qualification or are working towards this

This is a great opportunity for an experienced Paraplanner to take the next step in their career and work for a fantastic firm who pride themselves on providing outstanding service to all of their clients.

The office hours are Monday to Friday 9am - 5.30pm with an hour for lunch.

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