Paraplanning Professional

2 weeks ago

Saffron Walden, Essex, United Kingdom Blakemore Recruitment Full time

Job Summary:

We are seeking a highly skilled Paraplanning Professional to join our team at Blakemore Recruitment. As a key member of our team, you will be responsible for providing administrative support to our financial planning team.

Key Responsibilities:

  • Liaise with various financial institutions, gathering and correlating plan/policy information to ensure a smooth and timely business process.
  • Manage and maintain accurate records of pipeline and submitted business to update clients and advisers accordingly.
  • Collate and evaluate client policy/investment/pension information.
  • Write suitability reports and research products and funds using software such as Select A Pension, FE Analytics, and Defaqto.
  • Create and maintain client files and enter details onto back-office databases.
  • Liaise with trainee paraplanners and submit business on internal and external systems.
  • Prepare paperwork and process new business submissions to the Business Quality department.
  • Liaise with a range of stakeholders from compliance departments to external providers.
  • Develop a broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products.

Requirements:

  • Strong administrative and organizational skills.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Knowledge of financial products and services.
  • Proficiency in software such as Select A Pension, FE Analytics, and Defaqto.

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