Paraplanning Professional
2 weeks ago
Job Summary:
We are seeking a highly skilled Paraplanning Professional to join our team at Blakemore Recruitment. As a key member of our team, you will be responsible for providing administrative support to our financial planning team.
Key Responsibilities:
- Liaise with various financial institutions, gathering and correlating plan/policy information to ensure a smooth and timely business process.
- Manage and maintain accurate records of pipeline and submitted business to update clients and advisers accordingly.
- Collate and evaluate client policy/investment/pension information.
- Write suitability reports and research products and funds using software such as Select A Pension, FE Analytics, and Defaqto.
- Create and maintain client files and enter details onto back-office databases.
- Liaise with trainee paraplanners and submit business on internal and external systems.
- Prepare paperwork and process new business submissions to the Business Quality department.
- Liaise with a range of stakeholders from compliance departments to external providers.
- Develop a broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products.
Requirements:
- Strong administrative and organizational skills.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and meet deadlines.
- Knowledge of financial products and services.
- Proficiency in software such as Select A Pension, FE Analytics, and Defaqto.
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Saffron Walden, Essex, United Kingdom Blakemore Recruitment Full timeJob Summary:We are seeking a highly skilled Paraplanning Professional to join our team at Blakemore Recruitment. As a key member of our team, you will be responsible for providing administrative support to our financial planning team.Key Responsibilities:Liaise with various financial institutions, gathering and correlating financial information and ensuring...
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Saffron Walden, Essex, United Kingdom Blakemore Recruitment Full timeJob Summary:We are seeking a highly skilled Paraplanning Professional to join our team at Blakemore Recruitment. As a key member of our team, you will be responsible for providing administrative support to our financial planning team.Key Responsibilities:Liaise with various financial institutions, gathering and correlating financial information and ensuring...
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Saffron Walden, Essex, United Kingdom Blakemore Recruitment Full timeJob Summary:We are seeking a highly skilled Paraplanning Professional to join our team at Blakemore Recruitment. As a key member of our team, you will be responsible for providing administrative support to our financial planning team.Key Responsibilities:Liaise with various financial institutions, gathering and correlating financial information and ensuring...
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