Junior Paraplanner

2 weeks ago

Guildford, Surrey, United Kingdom Blakemore Recruitment Full time
Junior Paraplanner Opportunity

We are currently recruiting for a Junior Paraplanner to join our team at Blakemore Recruitment. Our client, an award-winning Financial Advisory firm in Guildford, is seeking a motivated and detail-oriented individual to provide support to their Paraplanners.

Key Responsibilities:
  • Send and monitor Letters of Authority (LOAs) to providers, ensuring timely progress and obtaining plan information.
  • Conduct high-quality research and administrative support to Paraplanners, including contacting providers to obtain accurate policy information and recording it accurately into Provider Information Forms and Curo.
  • Undertake research for asset allocation on existing client portfolios using FE Analytics and in-house research tools, as well as whole-of-market research for protection and annuity quotes.
  • Prepare pension illustrations and conduct pension transfer analysis using SelectaPension.

Requirements: Level 4 qualified or close to completion, with experience in a Trainee Paraplanning role. Strong communication and organizational skills, with the ability to work effectively in a team environment.

Why Join Us: Our client offers a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and detail-oriented individual looking to start your career in financial services, we encourage you to apply for this exciting opportunity.

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