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Financial Planning Assistant

2 months ago

Saffron Walden, Essex, United Kingdom Blakemore Recruitment Full time
Paraplanner Job Description

We are seeking a skilled Paraplanner to join our team at Blakemore Recruitment. As a Paraplanner, you will be responsible for providing administrative support to our financial planning team, ensuring the smooth operation of our business processes.

Key Responsibilities:
  • Liaise with various providers to gather and correlate plan/policy information, ensuring a seamless 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 our back-office database.
  • Liaise with Trainee Paraplanners and submit business on internal and external systems.
  • Prepare paperwork and process new business submissions to Business Quality.
  • Liaise with stakeholders from compliance to external providers, developing a broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products.

Requirements:

  • Strong administrative skills and attention to detail.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.
  • Knowledge of financial products and services, including pensions, investments, and protection.

What We Offer:

  • A competitive salary and benefits package.
  • Opportunities for professional development and growth.
  • A dynamic and supportive work environment.