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Financial Planning Specialist

3 months ago

Welwyn Garden City, Hertfordshire, United Kingdom Blakemore Recruitment Full time

We are currently in search of a Senior Paraplanner to become a vital part of a reputable Financial Advisory firm.

About Blakemore Recruitment:
Blakemore Recruitment specializes in delivering a wide array of financial advisory services tailored for both individual and corporate clients. Our team is composed of professionals with varied expertise, ensuring that client satisfaction remains our foremost objective. We collaborate closely with financial institutions to offer cutting-edge solutions.

Key Responsibilities:

  • Deliver technical assistance to the advisory team
  • Ensure adherence to compliance protocols and maintain accurate client documentation
  • Compile comprehensive reports regarding financial planning issues
  • Conduct thorough research on investment options and providers
  • Prepare materials for client consultations
  • Generate tax documentation and refine the client review process
  • Coordinate with administrative staff and financial advisers
  • Develop checklists for new business initiatives
  • Participate in client and team meetings
  • Engage in cash flow analysis
  • Acquire proficiency in necessary software applications

Qualifications:

The successful candidate will possess a robust understanding of investment, pension, and insurance products. A strong technical foundation is essential, along with a Diploma in Financial Planning. While Chartered status is preferred, it is not a strict requirement.

Essential Skills and Attributes:

  • Exceptional organizational and planning capabilities
  • Leadership and mentoring skills
  • Strong verbal and written communication abilities
  • Meticulous attention to detail
  • Integrity, honesty, and the ability to build strong relationships
  • Capacity to work autonomously as well as collaboratively
  • Effective time management and ability to perform under pressure
  • Professional demeanor and articulate communication style