Senior Financial Planning Specialist

3 weeks ago


London, Greater London, United Kingdom Blakemore Recruitment Full time

Job Opportunity: Senior Paraplanner

Blakemore Recruitment is seeking a skilled Senior Paraplanner to join their team of Financial Advisors and Chartered Financial Planners. As a Paraplanner, you will be responsible for supporting the team in various tasks, including:

  • Receiving debriefings from Advisors and actioning required tasks
  • Analysing and interpreting data to provide appropriate solutions
  • Providing records to support research
  • Drafting suitability reports and client illustrations
  • Undertaking Fact Finds and providing suitability reporting
  • Working on recommendations with Directors and Financial Planners

Requirements:

  • 2+ years' experience as a Paraplanner
  • Clear understanding of the financial planning process
  • Ability to produce professional reports
  • Level 4 Diploma in Financial Planning or close to achieving this
  • Excellent technical knowledge

This is an excellent opportunity to join a well-established Financial Planning firm that offers constant career development. Each day will be different due to the technical work you will be undertaking.



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