Senior Financial Planning Specialist

4 weeks ago


Swanley, Kent, United Kingdom Blakemore Recruitment Full time

We are seeking a highly skilled Senior Paraplanner to join our team at Blakemore Recruitment. This role offers a unique opportunity to work with a Financial Planning practice based in Kent, providing flexible home working options.

Purpose of the Job

The successful candidate will be responsible for supporting the sales and giving of advice to private clients, all system-based administration and client liaison work in connection with any private client product sales. They will also provide analysis, monitoring and reporting, as required, in respect of investment valuation reports, including SIPP drawdown analysis, existing policy analysis and portfolios.

Key Responsibilities

  • Provide support services for all client sales made by the business writers, ensuring 100% compliance with the FCA regulations on the conduct of business and 100% compliance with the company's internal administrative requirements.
  • Support the business writers in their advisory work with clients, including the collation of information, the obtaining of illustrations, the production of standard letters and standard and non-standard reports, including the production of suitability reports, as per our template.
  • Accurately and efficiently administer both paper and system-based records, including email.
  • Analysis of existing portfolios, using our asset allocation model and fund selection for clients together with fund reviews and recommendations where required.
  • Production of standard suitability and other compliance support materials, including the scanning and documenting of these in paper and system form, within a time frame agreed with the partner.
  • Maintenance of accurate filing of client records.
  • Production of planning reports and quarterly product/fund research reports, working in conjunction with the Partners at a quarterly meeting, which will be your responsibility to arrange.
  • Knowledge of the products and services that we offer and any regulatory or taxation rules which may affect the advice and to use continued professional development to keep this knowledge current and up to date.
  • Production of all suitability reports with the correct supporting documentation, literature, key features, fund fact sheets, applications, illustrations etc.
  • Weekly task list to show the business writers the work in progress and its current status.
  • Monitoring of all standard paragraphs used for taxation, ATR, fund descriptions etc to be kept up to date and be uploaded onto SharePoint as and when changes occur.
  • Review of compliance documentation, Money laundering, Whistle Blowing, Data Protection etc. and must sign the firms Staff Declaration annually.
  • Diligence to keep up to date with any changes or if you become aware of any working practices which may need improving inform us, to help us to continue to fully embed TCF within our business model and cascade this to staff in the team and management alike.

Requirements

The ideal candidate will be Level 4 qualified and have a Diploma in Financial Services. Ideally, they will be working towards Chartered or Certified status.



  • Swanley, Kent, United Kingdom Blakemore Recruitment Full time

    Senior Paraplanner Job DescriptionWe are seeking a highly skilled Senior Paraplanner to join our team at Blakemore Recruitment. This is a fantastic opportunity to work with a reputable Financial Planning practice based in Kent, offering flexible home working.Purpose of the JobThe successful candidate will be responsible for supporting the sales and giving of...


  • Swanley, Kent, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly skilled Senior Paraplanner to join our team at Blakemore Recruitment. This role offers a unique opportunity to work with a Financial Planning practice based in Kent, providing support for sales and advice to private clients.Purpose of the JobTo provide analysis, monitoring, and reporting for investment valuation reports, including...


  • Swanley, Kent, United Kingdom Blakemore Recruitment Full time

    Job DescriptionWe are seeking a skilled Financial Planning Specialist to join our team in Swanley, Kent. This role offers flexible home working arrangements.About the JobThis is an excellent opportunity for an experienced Paraplanner to support the sales and delivery of advice to private clients, while also providing system-based administration and client...


  • Swanley, Kent, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly skilled Senior Paraplanner to join our team at Blakemore Recruitment. This role offers a unique opportunity to work with a Financial Planning practice based in Kent, providing flexible home working options.Purpose of the JobTo support the sales and giving of advice to private clients, all system-based administration and client liaison...


  • Swanley, Kent, United Kingdom GreenScape Specialist Recruitment Full time

    Job Title: Senior Landscaping EstimatorJob Summary:GreenScape Specialist Recruitment is seeking a highly skilled Senior Landscaping Estimator to join their team. As a key member of the commercial department, you will be responsible for maintaining an overview of all specialist landscaping tenders, ensuring the financial integrity of projects from design...


  • Swanley, Kent, United Kingdom Blakemore Recruitment Full time

    **Job Title:** Senior IFA Administrative Specialist We are excited to present an excellent opportunity for a skilled Administrator to join our client, a thriving and dynamic Independent Financial Adviser firm based in Swanley.About the Role:Issuing letters of authorities (LOAs) to providers and developing proficiency in writing basic suitability...


  • Swanley, Kent, United Kingdom Blakemore Recruitment Full time

    We are seeking an experienced Senior Financial Services Administrator to join our team at Blakemore Recruitment. This is a fantastic opportunity for a highly organized and skilled professional to work as an IFA Administrator on a full-time permanent basis.Key Responsibilities:Issue letters of authority (LOAs) to providers and develop proficiency in writing...


  • Swanley, Kent, United Kingdom Ernest Gordon Recruitment Full time

    Job Title: Senior Quantity Surveyor - ConstructionJob Description:We are seeking an experienced Senior Quantity Surveyor to join our client, a leading construction-focused company, to head up specialist projects across various sectors.This is an excellent opportunity for a skilled Quantity Surveyor or similar to play a crucial role in managing project costs,...


  • Swanley, Kent, United Kingdom Qube Recruitment Full time

    Job Title: Senior Quantity SurveyorJob Summary:Our client is seeking an experienced Quantity Surveyor to join their team in a hybrid role. The successful candidate will be responsible for managing the financial and contractual administration of projects, ensuring that general QS duties are performed to the highest standard, and ensuring that full contractual...


  • Swanley, Kent, United Kingdom Fusion People Full time

    We are seeking an experienced Project Planner/Senior Planner to join our team in Swanley, working on prestigious Rail and Civil Engineering projects. Our ideal candidate will have a strong background in project planning and a proven track record of success using Primavera 6.As a Project Planner/Senior Planner, you will play a crucial role in the successful...


  • Swanley, Kent, United Kingdom Ernest Gordon Recruitment Full time

    Job DescriptionErnest Gordon Recruitment is seeking a skilled Senior Construction Project Manager to lead specialist Construction projects for a broad client base.The ideal candidate will have the autonomy to head up projects, with the opportunity to work on a variety of schemes and develop their skills in a dynamic environment.Key Responsibilities:Manage...

  • Senior SHEQ Manager

    4 weeks ago


    Swanley, Kent, United Kingdom CVL:LDN Full time

    Job Title: Senior SHEQ ManagerAbout the Role:We are seeking an experienced Senior SHEQ Manager to join our team at CVL:LDN. As a Senior SHEQ Manager, you will be responsible for overseeing the management of Health, Safety, Quality and Environmental issues within our utilities division.Key Responsibilities:* Provide competent advice and guidance on the...

  • Senior SHEQ Manager

    4 weeks ago


    Swanley, Kent, United Kingdom CVL:LDN Full time

    Job Title: Senior SHEQ ManagerAbout the Role:We are seeking an experienced Senior SHEQ Manager to join our team at CVL:LDN. As a Senior SHEQ Manager, you will be responsible for overseeing the management of Health, Safety, Quality and Environmental issues within our utilities division.Key Responsibilities:* Provide competent advice and guidance on the...

  • Senior SHEQ Manager

    4 weeks ago


    Swanley, Kent, United Kingdom CVL:LDN Full time £80,000

    Job Title: Senior SHEQ ManagerAbout the Role:We are seeking an experienced Senior SHEQ Manager to join our team at CVL:LDN. As a leading Civil Engineering company, we are committed to delivering high-quality projects while ensuring the health, safety, and well-being of our employees and stakeholders.Key Responsibilities:* Provide competent advice and...


  • Swanley, Kent, United Kingdom Kent Community Health NHS Foundation Trust Full time

    Job Title: Senior Sexual Health NurseJob Overview:Kent Community Health NHS Foundation Trust is seeking a skilled and dedicated Senior Sexual Health Nurse to join our team in Chatham. As a Senior Sexual Health Nurse, you will play a vital role in delivering high-quality care to patients and contributing to the development of our sexual health services.Main...

  • Financial Controller

    3 weeks ago


    Swanley, UK, Kent, United Kingdom Grafton Banks Finance Ltd Full time

    Grafton Banks Finance is working with a large PE backed construction group to recruit a Financial Controller for one of their businesses, based in Swanley Kent.The role will report into the Finance Director and will manage a small team that will provide financial leadership to the £300m turnover business, helping to drive sustainable and profitable...


  • Swanley, Kent, United Kingdom Amica Care Trust Full time

    Are you a passionate and dedicated Senior Carer looking for a new challenge in a supportive and friendly environment?Amica Care Trust is seeking a Senior Carer (Days) to join our team, providing high-quality care and support to our residents.Key Responsibilities:Supervise and inspire a team of Care Assistants to deliver exceptional care and support.Support...


  • Swanley, Kent, United Kingdom Fusion People Ltd Full time

    Project Planner/Senior Planner - Fusion People LtdOur client, a leading contractor, is recruiting for a Project Planner or Senior Planner to join their team on prestigious Rail and Civil Engineering projects.Key Responsibilities:Experienced Project Planner with a strong background in Primavera 6Previous experience working in the Rail or Civil Engineering...


  • Swanley, Kent, United Kingdom J R CARE LTD Full time

    Job Summary: We are seeking a highly skilled and experienced Senior Children's Home Manager to lead our residential care services.Key Responsibilities:Ensure the effective implementation of the Children Act 1989 and the accompanying guidance and Children Homes Regulations 2015 and Quality Standards for Children's homes 2015.Manage child protection matters in...

  • Senior Practitioner

    4 weeks ago


    Swanley, Kent, United Kingdom Kent County Council Full time

    About the RoleKent County Council is seeking an experienced Senior Practitioner to join their North Kent Children In Care Service team. The successful candidate will be based at The Willows in Swanley and will support the Dartford and surrounding areas of Gravesham and Swale.The role is ideal for a qualified Social Worker with a strong background in systemic...