Senior Financial Planner

4 days ago


London, Greater London, United Kingdom Blakemore Recruitment Full time

Blakemore Recruitment is assisting a forward-thinking and vibrant financial services company seek a highly skilled Senior Paraplanner to join their team. As a company, they offer ethical and honest solutions to help their clients achieve financial goals. With extensive experience built over many years, they have earned themselves an enviable reputation in the marketplace. If you are an experienced Paraplanner, wishing to continue your career in a dynamic environment, then this could be the opportunity for you. You should at least hold Diploma Level 4 qualified. Advanced level exams in investments and pensions will be advantageous, working towards Chartered status.

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 Services: Provide support for Financial Planners.
  • Regulatory Compliance: Ensure that all regulatory and compliance standards are met.
  • Third-Party Liaison: 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.



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