Paraplanner
5 days ago
Blakemore Recruitment is working with an IFA to recruit an experienced paraplanner to work with their successful advice team in Putney.
They are a leading firm of independent financial advisers based in London. They specialise in advising creative professionals and forward-thinking business owners and companies. They aim to build long-term relationshipswith our clients, providing them with the best personalised advice on all of their financial issues.
Roles and Responsibilities:
- Preparing for client meetings, including checking that all compliance documents are present.
- Analysing client’s circumstances, portfolios, and objectives.
- Preparing technically accurate and compliant suitability letters.
- Undertaking research in relation to different products and investments (including the use of FE Analytics).
- Undertaking calculations of client’s various pension allowances.
- Ensuring appropriate data is accurately recorded on the back-office system (Adviser Office).
- You will be providing a high level of technical and administrative support to the advisers, while maintaining an excellent level of customer service to clients.
Key Requirements:
- They are looking for a technically competent, career Paraplanner.
- Previous experience within a fast-paced IFA Practice is essential.
- High analytical capability and good communication skills.
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