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Junior Paraplanner

3 months ago

London, United Kingdom Blakemore Recruitment Full time

Location - London

Salary - £40,000

Blakemore Recruitment are currently recruiting for Junior Paraplanner on behalf of out award winning Independent Financial Advisory firm in London.

You will be working as part of a productive, high performing team to provide full support to the
Paraplanners within the Advice Delivery Team. You will work alongside a Paraplanner on
specific cases throughout the advice process, assisting in conducting research where
appropriate.

**Responsibilities;**

**Letter of Authority (LOA) Sending/Monitoring/Chasing**
- Sending LOAs to providers and monitoring progress of recent LOA submissions and
obtaining plan information.

**Research**
- Providing high quality research and administrative support to the Paraplanners. This will
be achieved by contacting providers to obtain and compile accurate policy
information.
- Recording policy information accurately into Provider Information Forms and Curo.
- Undertaking research for asset allocation on existing client portfolios using FEAnalytics
and our in-house research tools.
- Undertaking whole-of-market research for protection and annuity quotes.
- Preparing pension illustrations.
- Conduct pension transfer analysis using SelectaPension

**Other Responsibilities**
- Speaking regularly with advisers, Paraplanners and CSAs to keep them up to date with
advice in the pipeline.
- Building strong and effective working relationships with other teams in the firm and third
- party product providers.
- Ensuring that all client records and data are maintained accurately.
- Constructing model portfolios as required on relevant platforms.
- Opportunity to draft simple advice letters and prepare tax calculations (outside of CGT)
under supervision from a Paraplanner Manager.
- There will be the opportunity to take part in projects on an ad-hoc basis as required by
the business.

**Benefits**
- Company discretionary bonus scheme
- Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm
- 1 hour for lunch
- 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period
- Company Pension scheme
- Private Healthcare*
- Group Income Protection
- Life Assurance
- Eye Care Scheme
- Wellbeing programme
- Bike to Work Scheme
- Full support with professional qualifications
- Career progression available.
*after qualifying period

If you believe this is the next role for you, please apply.