Paraplanning Expert

3 days ago

Fareham, Hampshire, United Kingdom Blakemore Recruitment Full time
{"title": "Senior Paraplanner", "description": "Key Responsibilities

We are seeking a highly skilled Paraplanner to join our team, who can demonstrate a strong background in providing high-level technical paraplanning services, including the production of cash flow models and high-quality suitability reports.

  • Conduct thorough analysis of client information and existing investments/policies
  • Perform tax calculations and construct suitable solutions for clients
  • Collaborate with advisers to make recommendations and write suitability reports for cases of varying complexity
  • Develop and maintain cash flow models for clients
  • Provide technical support and guidance to advisers on paraplanning matters
  • Communicate effectively with clients on research and report timelines
  • Participate in client meetings as required
  • Contribute to the training and development of other team members
  • Potentially engage in project work to enhance our systems and processes
  • Lead Pod meetings and undertake peer reviews for the paraplanning team
Requirements

The successful candidate will be a confident and experienced Paraplanner, with a strong technical knowledge and understanding of all financial products.

  • Hold a minimum of a Level 4 Diploma in Paraplanning and ideally be working towards Chartered status
  • Have a minimum of 3 years' experience in a paraplanning role
  • Possess strong IT skills, with experience of Curo, FE Analytics, and Voyant advantageous
  • Demonstrate a good attention to detail and excellent communication skills, both verbally and in writing
  • Be comfortable working in a fast-paced environment and be organized with a busy workload
About the Role

This is an excellent opportunity to work for a highly regarded employer, offering a competitive salary and benefits package, as well as hybrid working arrangements with a typical week consisting of 2 days in the office.

", "lang_code": "en-US"}

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