Paraplanner - Putney
3 weeks ago
Blakemore Recruitment is working with a successful IFA to recruit an experienced paraplanner to join their advice team in Putney.
This is a forward-thinking company that prioritizes employee career development, providing study support and a positive work environment.
As a paraplanner, you will be responsible for preparing reports and recommendations, working closely with the adviser and occasionally attending client meetings.
Strong market awareness and excellent communication skills are essential, as you will be the primary point of contact for client queries.
Suitable applicants will be currently working within an IFA as a paraplanner, be level 4 qualified or working towards this, with the aim to achieve chartered status.
Key Responsibilities:
- Preparing reports and recommendations
- Working with the adviser and attending client meetings
- Updating client files and preparing correspondence
Requirements:
- Level 4 qualified or working towards chartered status
- Strong market awareness and excellent communication skills
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