Financial Planning Professional

7 days ago


Chelmsford, Essex, United Kingdom Blakemore Recruitment Full time

**About the Role**

We are seeking a highly skilled Paraplanner to join our team at Blakemore Recruitment. As a Paraplanner, you will play a crucial role in supporting our Financial Planning practice in Chelmsford.

**Key Responsibilities**

  • Provide technical support to our team of Chartered Financial Planners and Financial Planners
  • Assist in delivering bespoke solutions to advisory and discretionary clients in all aspects of financial planning
  • Advanced technical report writing
  • Dealing with wrap platforms and product providers to obtain information about existing and potential investments
  • Undertake research to identify suitable solutions to meet clients' needs and objectives
  • Carry out in-depth product research and analysis to prepare comprehensive financial planning reports
  • Undertake reviews of client portfolios and compile annual suitability reports
  • Use FE Analytics to research and analyze fund performance, volatility, and risk
  • Prepare cash flow plans for clients and incorporate system outputs into reports
  • Carry out tax calculations to ensure correct advice is given
  • Assist with the preparation of client meetings, emails, and documentation
  • Handle client queries and help service existing clients
  • Maintain awareness of legislative changes and product developments

**Requirements**

  • Experienced Paraplanner with a sound technical knowledge of the financial services industry
  • Diploma Level 4 qualified and working towards Chartered status
  • Advanced level exams in investments and pensions will be an advantage
  • Excellent written and verbal communication skills, as well as organization skills
  • Experience of wrap platforms and main tax wrappers
  • Good interpersonal skills and ability to work well in a team
  • Proactive and able to use own initiative
  • Ability to cope well in a busy working environment and manage own case load


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