London Paraplanning Professional
3 weeks ago
Blakemore Recruitment is seeking a skilled Paraplanner to join our team in London, Mayfair. As a Paraplanner, you will play a crucial role in supporting Wealth Planners in delivering exceptional client service and driving business growth.
Key Responsibilities:
- Assist Wealth Planners in producing wealth planning reports.
- Maintain accurate records and ensure timely delivery of reports.
- Liaise with Wealth Planning administrators to obtain required information.
- Ensure product research is up-to-date.
Required Skills and Qualifications:
- Educated to A-level standard or equivalent.
- Fully or part-qualified CII DipPFS as a minimum.
- At least 12 months industry experience in administration or paraplanning.
- Experience providing customer service to HNW individuals.
- Previous use of First software or Intelliflo is advantageous.
- Previous use of Voyant or alternative Cashflow software is advantageous.
Benefits:
- Competitive salary range: £35,000 - £45,000 per annum.
- Holiday entitlement: [insert details].
- Pension scheme: [insert details].
- Training and development opportunities.
Salary: £35,000 - £45,000 per annum
This is a fantastic opportunity to develop your career in a dynamic and award-winning firm, with a competitive salary and excellent benefits package.
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