Experienced Financial Planning Specialist
3 weeks ago
Blakemore Recruitment is seeking a highly skilled Paraplanner to join our team in Welwyn. We are a renowned Financial Planning practice providing comprehensive services to our clients.
Background:
We are a highly regarded Financial Planning practice based in Welwyn, seeking an experienced Paraplanner to join our team. Our company provides a range of financial planning services, including investment advice, pension, protection, and holistic financial planning to both corporate and individual clients. We work closely with various financial institutions to provide innovative solutions and add value to our clients.
Duties and Responsibilities:
- Provide technical support to the team
- Ensure all compliance procedures and client files are maintained to a high standard
- Prepare and write reports for clients on financial planning matters
- Undertake research for specific projects on providers and investments
- Obtain quotations, valuations, and other relevant literature to accompany client reports
- Prepare packs for meetings with clients, including investment valuations
- Maintain the annual Client review process by reviewing portfolios and writing review letters and updating systems
- Liaise with Admin/Support to arrange Client review meetings
- Liaise directly with clients as the "assistant to the advisers", including queries in connection with the client's financial affairs
- Prepare New Business checklists to pass to the Administration Department after checking Applications, anti-money laundering documents, and illustrations before the business is placed for clients
- Update new Client Progress & Compliance and Monitoring sheet
- Undertake ad hoc projects as required
- Attend client meetings, when required, with advisers, and contribute to such meetings
- Attend and contribute to regular team meetings as required
- Cash flow planning
Technical Knowledge and Qualifications:
The successful candidate should be comfortable understanding the structure of equity, pension, and life products and be willing to learn and understand more complex financial products. Technical knowledge is a pre-requisite. The candidate should have attained the Diploma in Financial Planning and working towards becoming Chartered is encouraged but not a requirement for this role. Support in attaining qualifications is provided.
Key skills and personal attributes:
- Good planning and organisational skills
- Supervisory and coaching skills
- Capable of demonstrating influencing and leadership skills
- Excellent communication skills
- Attention to detail
- Honesty, integrity, and ability to maintain good working relationships are key attributes
- Focused and responsive to the need to deliver a high quality of service
- Capable of working in a team and independently with the ability to manage own workload
- Good time management skills and ability to work under pressure to meet specific deadlines
- Articulate, well presented, and comfortable dealing with a wide range of individuals including clients and other professionals, maintaining the highest degree of integrity and confidentiality
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