Paraplanner - Welwyn

1 month ago

Welwyn Garden City, Hertfordshire, United Kingdom Blakemore Recruitment Full time

We are recruiting for an Investment Management business that provides a comprehensive financial planning and discretionary management service to clients. They offer investment advice, pension, protection, and holistic financial planning to corporate and individual clients. They also provide a discretionary investment management service where they manage investments for clients.

Our team is passionate about client service and has a structured approach to ensuring regular communication with clients. We work closely with many financial institutions to provide innovative solutions that add value to our clients.

We are looking for a qualified Paraplanner to join our team. The ideal candidate should be comfortable with the structure of equity, pension, and life products and willing to learn and understand more complex financial products.

Key Responsibilities:

  • Provide technical support and ensure compliance procedures and client files are maintained to a high standard.
  • Prepare and write reports for clients on financial planning matters.
  • Undertake research for specific projects and obtain quotations and other relevant literature.
  • Liaise with clients and other professionals, maintaining the highest degree of integrity and confidentiality.
  • Attend client meetings and contribute to such meetings.
  • Use applications required for the job, including Microsoft Office, Financial Express Analytics, and Primary Platforms.

Requirements:

  • Good planning and organisational skills.
  • Supervisory and coaching skills.
  • Excellent communication skills.
  • Attention to detail and honesty.
  • Ability to work in a team and independently, with good time management skills.

What We Offer:

  • Support in attaining qualifications.
  • A structured approach to client service.
  • Opportunities for professional growth and development.

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