Senior Financial Planning Specialist

1 week ago

Welwyn Garden City, Hertfordshire, United Kingdom Blakemore Recruitment Full time
{"Key Responsibilities": "Key Responsibilities
  • Support financial planners in completing non-client facing tasks related to recommendation preparation and administration.
  • Collaborate with financial planners to review client information, analyze needs, and research solutions.
  • Conduct relevant research, gather supporting documentation, and prepare application paperwork for advice.
  • Construct high-quality financial plans in collaboration with financial planners, ensuring accuracy, compliance, and adherence to industry regulations and internal standards.
  • Ensure client files contain all required documentation to demonstrate compliance and suitability of advice.
  • Prepare lifetime cashflow modelling to develop the client's holistic financial plan.
  • Handle client queries where required.
  • Work closely with financial planners and other team members to provide support and ensure a positive working environment.
", "Key Attributes": "Key Attributes
  • Excellent communication skills, with the ability to communicate at all levels.
  • Good interpersonal skills, with the ability to work collaboratively as a team player.
  • Strong organizational, analytical, and problem-solving abilities.
  • Attention to detail and ability to maintain high standards.
  • Proficiency in navigating and utilizing financial planning software and tools.
  • Good IT skills, including Microsoft Word, Excel, and SharePoint.
  • Commitment to maintaining the highest ethical standards and continued professional development.
", "Requirements": "Requirements
  • Good product and solutions knowledge from across the market, including pensions, investments, inheritance tax planning, and protection.
  • A good understanding of UK financial regulations and compliance requirements.
  • Proven experience in paraplanning of at least two years.
  • Qualified to level 4 Diploma in Financial Planning.
", "About the Role": "About the Role

This is a unique opportunity to join a dynamic team as a Senior Paraplanner, where you will play a key role in delivering high-quality financial planning services to clients.

As a member of the paraplanning team, you will work collaboratively with financial planners and other team members to provide support and ensure a positive working environment.

", "Company Overview": "Company Overview

Blakemore Recruitment is a leading recruitment agency specializing in financial services. We are committed to providing exceptional service and supporting our clients in finding the best talent for their businesses.

", "Contact Information": "

Please note that we do not accept applications via email or phone. To apply for this role, please submit your application through our website.

", "Disclaimer": "

Blakemore Recruitment is an equal opportunities employer and welcomes applications from all qualified candidates.

", "Note": "

Please ensure you have the necessary qualifications and experience for this role before applying.

", "Job Type": "Full-time", "Industry": "Financial Services", "Job Category": "Paraplanning", "Location": "[Insert Location]", "Salary": "[Insert Salary]", "Benefits": "[Insert Benefits]"}

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