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Paraplanner - London

2 months ago

London, Greater London, United Kingdom Blakemore Recruitment Full time
Job Title: Paraplanner

We are seeking a highly skilled Paraplanner to join our team in London. As a Paraplanner, you will be responsible for providing full support to our Advisers and Financial Planning Executives, ensuring the delivery of high-quality client service.

Key Responsibilities:
  • Analyse clients' circumstances, portfolios, and objectives to prepare recommendation reports for Advisers.
  • Provide technical, administrative, and research support to Advisers, ensuring the highest level of quality and accuracy.
  • Undertake whole-of-market research, including investments, pensions, and protection plans, to provide informed advice to clients.
  • Liaise with the Regulatory & Technical team to ensure compliance with regulatory requirements.
  • Prioritise work in your queue by liaising with Advisers on a regular basis.
  • Contribute to meetings and deliver training on topics relevant to the role.
  • Maintain accurate and efficient client records and data.
Requirements:
  • CII Diploma in Financial Planning (as a minimum).
  • Excellent grammar, spelling, and punctuation skills.
  • Excellent interpersonal and communication skills.
  • A high standard of personal organisational and time management skills.
  • Experience within Private Wealth Management.
  • Experience of working to targeted service standards and procedures.
  • A good working knowledge of regulatory requirements.
Desirable:
  • Experience of using CURO or IRESS software.
  • Experience of using FE Analytics and Voyant.
  • Previous experience dealing with Group Life and Pension Schemes.
  • Part FPC/RO/CF qualified.
  • Experience of training and people development.

We offer a great salary and benefits package to the successful candidate.