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Financial Planning Specialist

2 months ago

Guildford, Surrey, United Kingdom Blakemore Recruitment Full time
Technical Paraplanner

We are seeking a skilled Technical Paraplanner to join our team in Guildford. This role offers a unique blend of office and home working, allowing you to balance your work and personal life.

Our company is a boutique wealth management firm, providing expert financial advice to private and corporate clients. We are looking for a Paraplanner to join our team, working closely with our Financial Planners to deliver exceptional client experiences.

Key Responsibilities
  • Conducting regular strategy meetings with our Financial Planners to identify suitable solutions for clients.
  • Efficiently summarizing recommendation options and drafting letters and suitability reports for a range of products and providers.
  • Thinking independently to formulate highly individualized client reports.
  • Using software packages and technology to analyze data and propose effective client solutions.
  • Updating client records and business trackers promptly and accurately.
  • Supporting the team in the development of processes and ideas.
  • Maintaining a high degree of technical knowledge through ongoing training and self-development.
Requirements
  • At least three years of experience in the industry.
  • Level 4 Diploma in Financial Planning or higher.
  • Advantageous to have specialist qualifications such as Long Term Care, Equity Release, and Pension Transfer.
  • A detailed understanding of pensions, investments, protection, and tax planning.
  • Excellent report writing and communication skills.
  • Experience of a variety of IT systems, preferably including Intelligent Office and FE Analytics.
  • Previous experience of using different provider websites and knowledge of application and administrative processes.
  • Self-motivated and driven to succeed and deliver a first-class service to clients.
  • Good problem-solving skills and ability to think outside the box.
  • Excellent attention to detail.
  • Ability to work well in a team.
  • Hands-on, can-do approach to work.
Company Benefits
  • Pension scheme.
  • Cash Plan after 6 months of employment.
  • £100,000 Death in Service.
  • Income Protection.
  • 23 days holiday up to 28 days (able to roll over up to 5 days each year).
  • Closes over Christmas.
  • Gifts for Birthdays and Work Anniversaries.
  • Plenty of social events.
  • Help with funding exams.
  • Free parking at the office.
  • Hybrid office and working from home.
  • Modern Laptop supplied.
  • Company contributions towards many other benefits.