Paraplanning Professional

2 weeks ago

High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

We are recruiting a Financial Planning specialist based in High Wycombe to join our team. This is an exciting opportunity for a skilled Paraplanner to leverage their expertise in providing high-quality technical support and administrative services.

The ideal candidate will have at least 3 years of experience in Paraplanning, with a Diploma Level 4 qualification or higher education qualifications such as A Levels or above.

The role involves providing technical support, conducting research, preparing suitability reports, and reviewing client files to ensure compliance. The successful candidate will be able to work collaboratively as part of a team, have excellent communication skills, and be proactive in anticipating adviser needs.

The salary for this role is estimated to be around £35,000 - £45,000 per annum, depending on experience.

Main tasks and responsibilities:

  • Receiving instructions from advisers during debriefings
  • Interpreting data obtained by advisers during client meetings
  • Analysing data and using research tools to provide solutions to meet client needs and objectives
  • Providing records to support research undertaken
  • Consolidating client needs and objectives, recommendations, and course of action in a written format via a suitability letter, client-specific illustration, and key features document
  • Carrying out all tasks in a manner consistent with compliance procedures
  • Preparation of existing client files ready for reviews
  • Ensuring all client files are compliant on an ongoing basis

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