Senior Financial Planning Specialist
3 hours ago
At Blakemore Recruitment, we are seeking a highly skilled and experienced Senior Paraplanner to join our team. As a Senior Paraplanner, you will play a critical role in delivering high-quality financial planning services to our clients.
Key Responsibilities:- Financial Planner Support: Provide support to financial planners in completing non-client facing tasks, including the preparation and administration of recommendations.
- Client Needs Review: Work closely with financial planners to review client information, including fact finds, meeting notes, and existing records, to gain a thorough understanding of client profiles, needs, and objectives.
- Research and Documentation: Conduct relevant research and gather supporting documentation and application paperwork for advice.
- Financial Planning: Collaborate with financial planners to construct high-quality financial plans for clients, ensuring accuracy, compliance, and adherence to industry regulations and internal standards.
- Quality Assurance: Ensure client files contain all required documentation to demonstrate compliance and suitability of advice.
- Cashflow Modelling: Prepare lifetime cashflow modelling to develop clients' holistic financial plans.
- Client Queries: Handle client queries as required.
- Teamwork: Work closely with financial planners and other team members, providing support and ensuring a positive working environment and culture.
- Communication Skills: Excellent written and verbal communication skills, with the ability to communicate at all levels.
- Interpersonal Skills: Good interpersonal skills, with the ability to work collaboratively as part of a team.
- Organisational Skills: Good organisational, analytical, and problem-solving abilities.
- Attention to Detail: Good attention to detail, with the ability to maintain high standards of accuracy and quality.
- Technical Skills: Proficiency in navigating and utilising financial planning software and tools, with the ability to report on common platform providers.
- IT Skills: Good IT skills, including Microsoft Word, Excel, SharePoint, and Teams.
- Professional Development: Commitment to continued professional development and maintaining the highest ethical standards.
- Product Knowledge: Good product and solutions knowledge from across the market, including pensions, investments, inheritance tax planning, and protection.
- Regulatory Knowledge: A good understanding of UK financial regulations and compliance requirements.
- Experience: Proven experience in paraplanning of at least two years.
- Qualifications: Qualified to level 4 Diploma in Financial Planning.
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Weybridge, Surrey, United Kingdom Ortus PSR Full time{"title": "Paraplanning Role Overview", "content": "Paraplanning Role OverviewAs a Paraplanner at Ortus PSR, you will play a vital role in supporting our financial planners to deliver exceptional client experiences. Your primary responsibility will be to analyze client needs, conduct research, and prepare compliant financial recommendations.Key...
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Weybridge, Surrey, United Kingdom Ortus PSR Full time{"title": "Paraplanning Role Overview", "content": "Paraplanning Role OverviewAs a Paraplanner at Ortus PSR, you will play a vital role in supporting our financial planners to deliver exceptional client experiences. Your primary responsibility will be to analyze client needs, conduct research, and prepare compliant financial recommendations.Key...
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