Senior Paraplanner

3 weeks ago


Welwyn Garden City, Hertfordshire, United Kingdom Blakemore Recruitment Full time
Blakemore Recruitment is seeking an experienced Senior Paraplanner to support a forward-thinking IFA in Welwyn. As a company, they offer honest and ethical solutions to help clients achieve financial goals. With extensive experience and an enviable reputation, they're looking for a skilled professional to join their team.

Key Responsibilities:
• Supporting Financial Planners in research and analysis to meet client needs and objectives
• Preparing client financial plans and suitability reports
• Promoting the business profile within the profession and wider communities
• Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
• Preparing and compiling financial analysis data
• Analysing client data and preparing cash flow analyses
• Compiling financial planning recommendations and suitability reports
• Providing support for Financial Planners
• Ensuring regulatory and compliance standards are met
• Liaising with product providers and other relevant third parties



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