Experienced Paraplanner Required
2 days ago
Company Overview:
Blakemore Recruitment is a leading wealth management firm in London, providing top-notch services to its esteemed clients.
Job Summary:
We are seeking an experienced paraplanner to join our team, providing technical support to our top advisers and HNW clients on a one-on-one basis.
Key Responsibilities:
- Working alongside our most productive advisers, carrying out technical research in preparation for client meetings.
- Assessing client objectives and conducting research to identify suitable solutions.
- Carrying out financial analysis to draft recommendation reports/letters for review and sign-off.
- Undertaking annual reviews, preparing valuations, arranging and attending internal/external client meetings.
- Ensuring accurate data recording and compliance with company procedures.
Requirements:
The successful candidate will be an experienced paraplanner confident in dealing with HNW clients. Strong knowledge of investment, life, and pensions products/legislation is essential.
Salary and Benefits:
The salary for this position is up to £60,000 per year, plus benefits.
About Us:
Blakemore Recruitment is committed to excellence in wealth management. If you're looking for the next step in your career, we invite you to explore this opportunity further.
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