Paraplanner - Cambridge - Financial Services Professional

5 hours ago


Cambridge, Cambridgeshire, United Kingdom Blakemore Recruitment Full time

Paraplanner Opportunity in Cambridge

Blakemore Recruitment is recruiting an experienced Paraplanner to join an award-winning Independent Financial Advisory firm in Cambridge. The successful candidate will be part of a dynamic team that prioritizes customer experience and success.

Key Responsibilities:

  • Analyse clients' circumstances, portfolios, and objectives to prepare recommendation reports for Advisers.
  • Provide high-quality technical, administrative, and research support to Advisers.
  • Undertake whole-of-market research, including investments, pensions, and protection plans.
  • Research asset allocation for clients' existing portfolios, quantifying and analysing those clients' existing investments.
  • Liaise with the Regulatory & Technical team to ensure advice is compliant.
  • Be able to prioritise work in your queue by liaising with Advisers on a regular basis.
  • Speak regularly with Advisers and their support to keep them up-to-date with advice in the pipeline.
  • Build strong and effective working relationships with other teams and third-party product providers.
  • Attend and contribute to internal and external meetings, delivering group and individual training on relevant topics.
  • Ensure accurate and efficient maintenance of client records and data.

Requirements:

The ideal candidate will hold a CII Diploma in Financial Planning (minimum) and have a friendly, approachable manner with pride in providing professional, high-quality service to clients.

Excellent benefits are on offer to the successful candidate.



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