Senior Financial Planning Specialist
2 months ago
We are seeking a highly skilled Senior Paraplanner to join our team at Blakemore Recruitment. As a Senior Paraplanner, you will play a crucial role in supporting the sales and giving of advice to private clients, as well as providing analysis, monitoring, and reporting on investment valuation reports.
Key Responsibilities:- Provide support services for all client sales made by the business writers, ensuring 100% compliance with FCA regulations and internal administrative requirements.
- Support business writers in their advisory work with clients, including the collation of information, obtaining of illustrations, and production of standard letters and reports.
- Produce accurate and efficient administration of both paper and system-based records, including email.
- Analyze existing portfolios, using our asset allocation model and fund selection for clients, and provide fund reviews and recommendations where required.
- Produce standard suitability and other compliance support materials, including scanning and documenting in paper and system form.
- Maintain accurate filing of client records and produce planning reports and quarterly product/fund research reports.
- Develop an in-depth knowledge of our products and services, as well as regulatory and taxation rules affecting advice, and stay up-to-date with continued professional development.
- Monitor standard paragraphs used for taxation, ATR, fund descriptions, and upload changes to SharePoint as necessary.
- Review and sign compliance documentation, including Money laundering, Whistle Blowing, and Data Protection, as prescribed by the partners.
- Level 4 qualified and Diploma in Financial Services
- Ideal candidate should be working towards Chartered or Certified status
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Financial Planning Professional
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Financial Planning Professional
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Swanley, Kent, United Kingdom Financial Divisions Full timeUnlock Your Potential as a ParaplannerJoin a dynamic and client-centric environment where you can grow and advance your career as a Paraplanner. Our esteemed client, a leading provider of high-quality advice and exceptional service, is seeking a skilled and passionate individual to collaborate closely with seasoned professionals.About the RoleAs a pivotal...
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Senior Financial Planning Specialist
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Swanley, Kent, United Kingdom Blakemore Recruitment Full timeSenior Paraplanner Job DescriptionWe are seeking a highly skilled Senior Paraplanner to join our team at Blakemore Recruitment. As a Senior Paraplanner, you will play a crucial role in supporting the sales and giving of advice to private clients, as well as providing analysis, monitoring, and reporting on investment valuation reports.Key...
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Swanley, Kent, United Kingdom Blakemore Recruitment Full timeSenior Paraplanner Job DescriptionWe are seeking a highly skilled Senior Paraplanner to join our team at Blakemore Recruitment. As a Senior Paraplanner, you will play a crucial role in supporting the sales and giving of advice to private clients, as well as providing analysis, monitoring, and reporting on investment valuation reports.Key...
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