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 financial information and ensuring a smooth and timely business process.
• Manage and maintain accurate records of pipeline and submitted business to update clients and stakeholders accordingly.
• Collate and evaluate client financial data, including investments, pensions, and protection products.
• Write comprehensive suitability reports to support financial planning decisions.
• Research and analyze financial products and services using industry-standard software.
• Create and maintain client files and enter details onto our back-office database.
• Liaise with colleagues and external providers to ensure seamless communication and collaboration.
• Develop a broad knowledge of financial products, including individual and employer pension schemes, investments, and protection products.

Requirements:

• Excellent communication and organizational skills.
• Ability to work accurately and efficiently in a fast-paced environment.
• Strong analytical and problem-solving skills.
• Proficiency in using financial software and systems.
• Knowledge of financial products and services.

What We Offer:

As a Paraplanning Professional at Blakemore Recruitment, you will have the opportunity to work with a reputable employer and develop your career in a dynamic and supportive environment.