Senior Financial Planner

3 weeks ago


Hitchin, Hertfordshire, United Kingdom Blakemore Recruitment Full time

**Blakemore Recruitment is assisting a forward-thinking IFA in Hitchin**

The company offers ethical and honest solutions to help their clients achieve financial goals. With extensive experience built over many years, they have earned an enviable reputation in the marketplace.

If you are an experienced Paraplanner, looking to continue your career in an enterprising environment, this could be the opportunity for you. You should hold a Diploma Level 4 qualification, and advanced level exams in investments and pensions will be advantageous.

**Key Responsibilities:**

  • Support Financial Planners in research and analysis to meet client needs and objectives
  • Prepare client financial plans and suitability reports
  • Promote the business's profile within the profession and wider communities
  • Develop and maintain internal relationships to help maintain business flow and meet agreed targets
  • Prepare and compile financial analysis data
  • Analyse client data and prepare cash flow analyses
  • Compile financial planning recommendations and suitability reports
  • Provide support for Financial Planners
  • Ensure all regulatory and compliance standards are met
  • Liaise with product providers and other relevant third parties


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