Financial Planning Assistant
4 weeks ago
We are seeking a skilled Paraplanning Professional to join our team at Blakemore Recruitment. The ideal candidate will have a minimum of 2 years' experience in a paraplanning role, preparing Annual Reviews and Recommendation Reports.
The successful candidate will be responsible for preparing and maintaining client files, preparing and implementing recommendations, ensuring all compliance paperwork is present, and due diligence associated with the investment committee.
The ideal candidate will have excellent organisational skills, the ability to work on their own initiative and plan their own workload, and a thorough understanding of all compliance regulations.
They will also have good decision-making skills, use initiative based on the findings of their research, and be level 4 Diploma qualified or near to completing.
Supervisory experience would be beneficial, and the ideal candidate will be adaptable and happy to take on new challenges.
We are looking for a candidate with a strong interest in Financial Services Marketing and/or Later Life Financial Advice/Planning.
The company provides an integrated financial and tax advice service, and the successful candidate will work closely with the Financial Advisers and Sales Support teams.
The role would include:
- Preparing and maintaining client files
- Preparing and implementing recommendations
- Ensuring all compliance paperwork is present
- Due diligence associated with the investment committee
- Assisting in providing technical support
- Coaching of team members
- Writing reports based on client's requirements
- Being a point of reference for advisers
- Consistently researching and reviewing market products available
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