Junior Paraplanner
2 weeks ago
We are seeking a highly motivated and organized Junior Paraplanner to join our team at Blakemore Recruitment. As a Junior Paraplanner, you will play a crucial role in supporting our Paraplanners in providing exceptional advice to our clients.
Key Responsibilities:- Send, monitor, and chase Letters of Authority (LOAs) to providers, ensuring timely progress and obtaining plan information.
- Provide high-quality research and administrative support to Paraplanners, including contacting providers to obtain and compile accurate policy information.
- Record policy information accurately into Provider Information Forms and Curo.
- Undertake research for asset allocation on existing client portfolios using FE Analytics and in-house research tools.
- Prepare pension illustrations and conduct pension transfer analysis using SelectaPension.
- Build strong relationships with advisers, Paraplanners, and CSAs to keep them updated on advice in the pipeline.
- Ensure accurate maintenance of client records and data.
- Construct model portfolios as required on relevant platforms.
- Opportunity to draft simple advice letters and prepare tax calculations under supervision from a Paraplanner Manager.
- Company discretionary bonus scheme
- Full-time hours (35 per week) Monday to Friday 9.00am to 5.00pm, with 1 hour for lunch
- 24 holidays (increasing to 26), plus 2 additional days paid Christmas shutdown period
- Company Pension scheme
- Private Healthcare
- Group Income Protection
- Life Assurance
- Eye Care Scheme
- Wellbeing programme
- Bike to Work Scheme
- Full support with professional qualifications
- Career progression available
We are looking for a motivated and organized individual who is eager to learn and grow with our team. If you believe you have the skills and experience required for this role, please apply.
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Junior Paraplanner
1 week ago
Guildford, Surrey, United Kingdom Blakemore Recruitment Full timeJunior Paraplanner OpportunityWe 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...
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Junior Paraplanner
1 week ago
Guildford, Surrey, United Kingdom Blakemore Recruitment Full timeJunior Paraplanner OpportunityWe 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...
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Guildford, Surrey, United Kingdom mbf. Full timeMbf is working with one of the UK's largest and most successful Financial Planning and Investment Management organisations to recruit a Junior Paraplanner. Our client is a reputable business that is at an exciting stage of growth, dedicated to providing first-class financial planning and investment management services to clients across the UK.Their team of...
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Guildford, Surrey, United Kingdom mbf Full timeFinancial Planning and Investment Management OpportunityMbf is working with one of the UK's largest and most successful Financial Planning and Investment Management organisations to recruit a Junior Paraplanner. Our client is a reputable business that is at an exciting stage of growth, dedicated to providing first-class financial planning and investment...
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Guildford, Surrey, United Kingdom mbf Full timeJob OpportunityMbf is working with a leading Financial Planning and Investment Management organisation to recruit a Junior Paraplanner. Our client is a reputable business that is at an exciting stage of growth, dedicated to providing first-class financial planning and investment management services to clients across the UK.Their team of professionals is...
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Guildford, Surrey, United Kingdom mbf. Full timeMbf is working with one of the UK's largest and most successful Financial Planning and Investment Management organisations to recruit a Junior Paraplanner. Our client is a reputable business that is at an exciting stage of growth, dedicated to providing first-class financial planning and investment management services to clients across the UK.Their team of...
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Financial Planning Assistant
3 weeks ago
Guildford, Surrey, United Kingdom mbf. Full timeMbf is working with one of the UK's largest and most successful Financial Planning and Investment Management organisations to recruit a Junior Paraplanner. Our client is a reputable business that is at an exciting stage of growth, dedicated to providing first-class financial planning and investment management services to clients across the UK.Their team of...
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Junior Paraplanner
3 weeks ago
Guildford, United Kingdom mbf. Full timeMbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisations to recruit a Junior Paraplanner. Our client is one of the foremost names in the industry, they are a reputable business who are at an exciting stage of growth. They are dedicated to providing first class financial planning & investment...
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Junior Paraplanner
3 weeks ago
Guildford, United Kingdom mbf Full timeMbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisations to recruit a Junior Paraplanner. Our client is one of the foremost names in the industry, they are a reputable business who are at an exciting stage of growth. They are dedicated to providing first class financial planning & investment...
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Junior Paraplanner
3 weeks ago
Guildford, United Kingdom mbf Full timeMbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisations to recruit a Junior Paraplanner. Our client is one of the foremost names in the industry, they are a reputable business who are at an exciting stage of growth. They are dedicated to providing first class financial planning & investment...
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Junior Paraplanner
3 weeks ago
Guildford, United Kingdom mbf. Full timeMbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisations to recruit a Junior Paraplanner. Our client is one of the foremost names in the industry, they are a reputable business who are at an exciting stage of growth. They are dedicated to providing first class financial planning & investment...
