Paraplanner - Hove

3 days ago


Hove, Brighton and Hove, United Kingdom Blakemore Recruitment Full time

Job Summary

We are seeking a skilled Paraplanner to join our team at Blakemore Recruitment. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers in all areas of finance, including pensions, mortgages, general insurance, tax, and investment management.

Key Responsibilities

  • Assist Financial Advisers in establishing new client relationships and assessing clients' financial circumstances.
  • Prepare financial statements to support the development of clients' financial strategies.
  • Research and analyze products and services that are appropriate to each client's financial circumstances.
  • Propose and draft financial solutions that meet clients' goals, needs, and objectives.
  • Implement actions such as changing existing investment holdings and policy information, as directed by the Financial Adviser.
  • Support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities.

Requirements

  • At least 2 years of Paraplanning experience.
  • Good knowledge of pensions, investments, and protection products.
  • Strong report writing skills.
  • Hard-working and have great attention to detail.

Desirable Skills and Experience

  • Diploma Level 4 qualified.
  • Experience using Financial Planning software tools.
  • Experience using Intelligent Office.
  • Experience of producing Annual Reviews.


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