Senior Financial Planning Specialist

5 days ago

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

Role: Senior Paraplanner

Position Overview

As a key member of the financial planning team at Blakemore Recruitment, you will collaborate closely with financial planners and compliance specialists to deliver high-quality, tailored financial planning services to clients. Your primary objective will be to provide exceptional support in the preparation and administration of financial recommendations, ensuring they meet the highest standards of quality, compliance, and client satisfaction.

Key Responsibilities

  • Financial Planner Support: Provide comprehensive support to financial planners in completing non-client facing tasks related to the preparation and administration of financial recommendations.
  • Client Needs Analysis: Work closely with financial planners to review client information from fact finds, meeting notes, and existing records to gain a thorough understanding of the client's profile, needs, and objectives.
  • Research and Documentation: Conduct thorough research and gather supporting documentation and application paperwork for the advice provided.
  • Financial Planning: Collaborate with financial planners to construct high-quality financial plans for clients in a timely manner, ensuring their accuracy, compliance, and adherence to industry regulations and internal standards.
  • Quality Assurance: Ensure client files contain all required documentation to demonstrate compliance and suitability of advice.
  • Cashflow Modelling: Prepare lifetime cashflow modelling to develop the client's holistic financial plan.
  • Client Queries: Handle client queries where required.
  • Teamwork: Work closely with and provide support to the relevant financial planners and other members of the paraplanning team. Collaborate with administrators to ensure they understand the advice given and their objectives.
  • Meeting Preparation: Assist financial planners in preparing for meetings by completing valuation packs and performing other necessary tasks.
  • Meeting Attendance: Attend meetings alongside financial planners to provide support in advising clients and preparing meeting notes when required.

Key Attributes

  • Effective Communication: Possess excellent written and verbal communication skills to interact with clients and colleagues at all levels.
  • Interpersonal Skills: Demonstrate good interpersonal skills, being a team player who supports others and promotes a positive working environment and culture.
  • Organisational and Analytical Skills: Exhibit good organisational, analytical, and problem-solving abilities to manage multiple tasks and priorities.
  • Attention to Detail: Possess good attention to detail to ensure accuracy and quality in all aspects of the role.
  • Technical Skills: Be proficient in navigating and utilising financial planning software and tools, as well as reporting on common platform providers.
  • IT Skills: Possess good IT skills, including Microsoft Word, Excel, SharePoint, and Teams.
  • Professional Development: Demonstrate a commitment to maintaining the highest ethical standards and continuing professional development.

Required Knowledge and Qualifications

  • Product and Solutions Knowledge: Possess good product and solutions knowledge from across the market, including pensions, investments, inheritance tax planning, and protection.
  • Financial Regulations: Have a good understanding of UK financial regulations and compliance requirements.
  • Paraplanning Experience: Proven experience in paraplanning of at least two years.
  • Qualifications: Be qualified to level 4 Diploma in Financial Planning.

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