Financial Planning Assistant

1 month ago


St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time
Financial Planning Support Role

We are seeking a skilled and detail-oriented individual to join our Financial Planning team as a support specialist. The successful candidate will provide high-quality support to our Financial Services Sales Team, ensuring the delivery of exceptional client service and compliance with regulatory standards.

Key Responsibilities
  • Provide technical research and analysis to support the development of financial plans and recommendations.
  • Assist in the preparation of client reports, suitability reports, and other documentation.
  • Support the Consultants in delivering a professional and holistic financial service to clients.
  • Conduct research on DB schemes, ceding scheme administrators, and other relevant topics.
  • Manage client files and assist with file audits to ensure compliance with regulatory requirements.
  • Perform other general client-related tasks as required.
Requirements
  • Excellent report writing and analytical skills.
  • Good technical knowledge of financial products and advice options.
  • Able to conduct research and provide recommendations on investment options.
  • Strong understanding of compliance issues and regulatory requirements.
  • Excellent time management and interpersonal skills.
Preferred Qualifications

Level 4 Diploma in Financial Planning or equivalent qualification.



  • St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Financial Planning Practice Seeks Junior ParaplannerWe are currently recruiting for a Financial Planning practice based near St. Albans who are looking for a Junior Paraplanner to join their team.Main ResponsibilitiesProvide high-level support to the Financial Services Sales Team, ensuring compliance with regulatory standards.Act as the technical interface...


  • St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Financial Planning Practice Seeks Junior ParaplannerWe are currently recruiting for a Financial Planning practice based near St. Albans who are looking for a Junior Paraplanner to join their team.Main ResponsibilitiesProvide high-level support to the Financial Services Sales Team, ensuring compliance with regulatory standards.Act as the technical interface...


  • St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly skilled Junior Paraplanner to join our Financial Planning practice based near St. Albans. The successful candidate will provide exceptional support to our Financial Services Sales Team, ensuring the highest level of compliance and delivering outstanding results.The ideal candidate will have excellent technical knowledge of financial...


  • St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly skilled Junior Paraplanner to join our Financial Planning practice based near St. Albans. The successful candidate will provide exceptional support to our Financial Services Sales Team, ensuring the highest level of compliance and delivering outstanding results.The ideal candidate will have excellent technical knowledge of financial...


  • St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    We are seeking a skilled Financial Planning Assistant to provide high-level support to our Financial Services Sales Team. The ideal candidate will have excellent technical knowledge of advice and product options, as well as strong analytical and research skills.The main purpose of this role is to deliver the agreed strategy and procedural objectives...


  • St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Financial Planning Support RoleWe are seeking a highly skilled and motivated individual to join our Financial Planning team as a support specialist. The successful candidate will provide technical support to our Financial Services Sales Team, ensuring the highest level of service delivery to our clients.Key ResponsibilitiesProvide technical research and...


  • St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Financial Planning Support RoleWe are seeking a highly skilled and motivated individual to join our Financial Planning team as a support specialist. The successful candidate will provide technical support to our Financial Services Sales Team, ensuring the highest level of service delivery to our clients.Key ResponsibilitiesProvide technical research and...


  • St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    We are seeking a skilled Financial Planning Assistant to provide high-level support to our Financial Services Sales Team. The successful candidate will be responsible for delivering exceptional service to our clients, ensuring compliance with regulatory standards, and contributing to the growth and success of our practice.Main Responsibilities:Technical...


  • St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly skilled and motivated Junior Paraplanner to join our team at Blakemore Recruitment. The successful candidate will provide exceptional support to our Financial Services Sales Team, ensuring the highest level of service delivery to our clients.The role involves providing technical research and support to our consultants, including...


  • St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly skilled Junior Paraplanner to join our Financial Planning practice based near St. Albans.The successful candidate will provide exceptional support to our Financial Services Sales Team, ensuring the highest level of compliance and delivering agreed strategies and procedural objectives.Key responsibilities will include:Technical...


  • St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly skilled Junior Paraplanner to join our Financial Planning practice based near St. Albans.The successful candidate will provide exceptional support to our Financial Services Sales Team, ensuring the highest level of compliance and delivering agreed strategies and procedural objectives.Key responsibilities will include:Technical...


  • St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    {"Key Responsibilities": "As a Junior Paraplanner, you will provide high-level support to our Financial Services Sales Team, ensuring compliance with regulatory standards.Key tasks include:Technical research in DB schemes, collaborating with ceding scheme administrators.Client liaison, excluding advice provision.MIFID reporting, annual reviews, and...


  • St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    {"Key Responsibilities": "As a Junior Paraplanner, you will provide high-level support to our Financial Services Sales Team, ensuring compliance with regulatory standards.Key tasks include:Technical research in DB schemes, collaborating with ceding scheme administrators.Client liaison, excluding advice provision.MIFID reporting, annual reviews, and...


  • St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Job Title: Qualified ParaplannerWe are seeking a highly skilled and experienced Diploma qualified candidate to join our team as a Qualified Paraplanner. The successful candidate will be responsible for supporting our Financial Planners in carrying out designated assignments, ensuring all client administration is carried out in accordance with our existing...


  • St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Job Title: Qualified ParaplannerWe are seeking a highly skilled and experienced Diploma qualified candidate to join our team as a Qualified Paraplanner. The successful candidate will be responsible for supporting our Financial Planners in carrying out designated assignments, ensuring all client administration is carried out in accordance with our existing...


  • St Albans, Hertfordshire, United Kingdom Finlink Ltd Full time

    About the RoleWe are seeking an experienced Paraplanner to join our team at Finlink Ltd, a well-established firm in the financial services industry. As a Paraplanner, you will play a crucial role in supporting our advisors and clients by providing high-quality financial planning services.Key ResponsibilitiesAnalyse client information and existing investments...


  • St Albans, Hertfordshire, United Kingdom Finlink Ltd Full time

    About the RoleWe are seeking an experienced Paraplanner to join our team at Finlink Ltd, a well-established firm in the financial services industry. As a Paraplanner, you will play a crucial role in supporting our advisors and clients by providing high-quality financial planning services.Key ResponsibilitiesAnalyse client information and existing investments...


  • St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Job Title: Qualified ParaplannerWe are seeking a highly skilled and experienced Diploma qualified candidate to join our team as a Qualified Paraplanner. This is an exciting opportunity to work in a dynamic and successful IFA Practice, supporting our Financial Planners to deliver exceptional client service.Main Responsibilities:Ensure all client...


  • St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Job Title: Qualified ParaplannerWe are seeking a highly skilled and experienced Diploma qualified candidate to join our team as a Qualified Paraplanner. This is an exciting opportunity to work in a dynamic and successful IFA Practice, supporting our Financial Planners to deliver exceptional client service.Main Responsibilities:Ensure all client...


  • St Albans, Hertfordshire, United Kingdom Finlink Ltd Full time

    Job Title: ParaplannerJoin Finlink Ltd, a well-established financial services company, as a Paraplanner and contribute to the success of our team. As a Paraplanner, you will play a vital role in supporting our financial advisors and clients by providing high-quality paraplanning services.About the Role:We are seeking a skilled and experienced Paraplanner to...