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Senior Financial Planner Assistant

2 months ago

Cambridge, Cambridgeshire, United Kingdom Blakemore Recruitment Full time
Senior Paraplanner Opportunity

Blakemore Recruitment is assisting a forward-thinking and vibrant IFA in Cambridgeshire in their search for a skilled Senior Paraplanner to join their team. This company offers ethical and honest solutions to help clients achieve their financial goals. With extensive experience built over many years, they have earned an enviable reputation in the marketplace.

Key Responsibilities:
  • Supporting Financial Planners: Assist in research and analysis to meet client needs and objectives.
  • Preparing Client Plans: Support Financial Planners in preparing client financial plans and suitability reports.
  • Business Development: Promote the profile of the business within the profession and wider communities.
  • Internal Relationships: Develop and maintain internal relationships to help maintain business flow and meet agreed targets.
  • Financial Analysis: Prepare and compile financial analysis data.
  • Cash Flow Analysis: Analyze client data and prepare cash flow analyses.
  • Financial Planning Recommendations: Compile financial planning recommendations and suitability reports.
  • Support for Financial Planners: Provide support for Financial Planners.
  • Regulatory Compliance: Ensure that all regulatory and compliance standards are met.
  • Liaising with Providers: Liaise with product providers and other relevant third parties.
  • Client Presentations: Assist Financial Planners with client presentations and other activities as agreed.
  • Application Preparation: Prepare applications for submission.

If you believe you are well-suited for this role, please apply to be considered.