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**Role Summary**

We are seeking a highly skilled and experienced Paraplanning Professional to join our team at Blakemore Recruitment. As a key member of our Financial Planning team, you will be responsible for providing technical support to our Advisers and clients, ensuring that they receive first-class advice and support.

Key Responsibilities

• Conduct in-depth research and provide Advisers with technical assessments and reports, ensuring that all work meets high ethical standards and reflects the company values.
• Prepare and attend client meetings, producing follow-up reports and analysis, and answering specific client queries.
• Produce technical and compliant suitability letters, providing Advisers with strong technical advice and guidance backed up by fully researched client solutions.
• Manage complex cases and find solutions to technical problems, taking an analytical approach to making client recommendations and using good data skills to support these.
• Translate complex information into easy-to-understand client correspondence, obtaining a selection of product quotes including personalized illustrations and key features documents.
• Provide general administrative support, liaising with providers and keeping accurate client records, and ensuring that all work meets compliance and high ethical standards.
• Contribute to the team's work enjoyment, growth, and success, taking responsibility for self-improvement and keeping up to date with market changes, compliance, and legislative considerations.

Requirements

• Level 4 - CII Diploma of Financial Planning or equivalent.
• Advanced qualifications: CII Level 6 or Chartered Financial Planner (or working towards).
• Minimum of 5 years' experience in a similar role.

Benefits

• Office 3 Days. Home 2 Days.
• Salary based on experience.
• 25 days annual leave.
• 4% Company Pension and 66% of Company NI on Salary exchange.
• Death in Service (up to £200k).
• CashPlan.