Financial Planning Professional
7 days ago
**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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