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Senior Paraplanner

1 month ago

London, Greater London, United Kingdom Blakemore Recruitment Full time

Location: City of London

Salary: £65,000

A Senior Paraplanner opportunity has arisen for a global investment management firm with a long history of providing financial advisory services to clients and prospects.

Team Overview:

The Wealth Planning team provides a comprehensive financial advisory service to clients and prospects, incorporating all aspects of regulated advice, including pensions, tax advice, and general guidance on financial issues.

Key Responsibilities:

  • Assist Wealth Planners in managing clients' planning needs and solutions
  • Develop relationships of trust with clients and provide additional support when needed
  • Attend client meetings to broaden understanding of the advisory process and strengthen relationships
  • Take responsibility for drafting client reason-why letters and assisting with proposal preparation
  • Assess and research options and solutions for clients, and handle administrative duties promptly
  • React to client-related enquiries in a timely manner and maintain a record of responses
  • Deal with insurance companies to obtain client policy information or new illustrations and product information
  • Check new business and client files for compliance and accuracy
  • Work closely with the Wealth Planning support team and delegate administrative work as required
  • Maintain and update knowledge through continual professional development and examinations

Requirements:

  • Good working knowledge of Microsoft Word, Excel, and PowerPoint
  • Interest in and understanding of the Wealth Management and financial planning industries
  • Experience working within the financial services sector, ideally for a wealth management firm or financial advisory practice with an HNW client base
  • FCA approved Level 4 RDR compliant qualification in financial planning or equivalent

This is an excellent opportunity to join a well-established global investment management firm that offers constant career development and a dynamic work environment.