Senior Financial Planning Professional
4 weeks ago
Job Opportunity: Senior Paraplanner
We are seeking a highly skilled Senior Paraplanner to join our team at Blakemore Recruitment. As a Senior Paraplanner, you will be responsible for supporting our team of Financial Advisors and Chartered Financial Planners.
Key Responsibilities:
- Receiving debriefings from Advisors post-meeting and actioning required tasks
- Analysing and interpreting data to provide appropriate solutions
- Providing records to support undertaken 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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