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Financial Planning Associate

3 months ago

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

Blakemore Recruitment is a prominent firm in the Investment Management sector, dedicated to offering extensive financial advisory and investment management solutions to a varied clientele. Our team is composed of skilled professionals committed to providing exceptional service and innovative strategies tailored to meet client needs.

Position: ParaplannerRole Overview:
  • Technical Support: Offer expert assistance and guidance to clients and advisers.
  • Compliance Management: Ensure adherence to regulatory procedures and maintain accurate client documentation.
  • Investment Research: Conduct thorough research on financial products and service providers as required.
  • Report Preparation: Compile detailed reports on financial planning topics for client review.
  • Client Liaison: Engage with clients and support advisers during client consultations.
  • Collaboration: Work closely with the administration team to facilitate seamless operational processes.
  • Team Contribution: Participate in team meetings and contribute to various projects as needed.
  • Application Utilization: Leverage various software applications to enhance workflow efficiency.
Qualifications:
  • Educational Background: Diploma in Financial Planning (progressing towards Chartered status is advantageous).
  • Technical Expertise: Strong understanding of equity, pension, and life insurance products.
  • Communication Skills: Excellent verbal and written communication abilities.
  • Teamwork: Ability to work both independently and collaboratively within a team environment.
  • Integrity: High level of professionalism and confidentiality.
  • Time Management: Strong organizational skills with the ability to meet deadlines.