Paraplanner - Financial Services

1 month ago


Berkhamsted, Hertfordshire, United Kingdom Blakemore Recruitment Full time
Paraplanner Role

We are assisting a well-established Wealth Management client in seeking a Paraplanner to join their growing team.

Key Responsibilities
  • Provide administrative and technical support to advisers and senior managers.
  • Deliver a positive professional experience to clients.
Requirements
  • GCSE English & Maths grade C or above.
  • Word & Excel intermediary skills.
  • Level 4 Diploma in Financial Services or equivalent.
  • 1-2 years' experience in a financial services setting, preferably an IFA.
  • Financial planning report writing skills.
Desirable Skills
  • Experience in defined benefit pensions.
Key Skills and Knowledge
  • Ability to plan and organise tasks, using a problem-solving approach.
  • Proficiency in Microsoft Office, Excel, Word, PowerPoint, Outlook, and database applications.
  • Interpretation and use of numerical and graphical data.
  • Excellent report writing skills.
  • Good understanding of compliance standards.
  • Production of high-quality meeting documentation.


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