Paraplanner - Financial Services

2 months ago


Welwyn Garden City, Hertfordshire, United Kingdom Blakemore Recruitment Full time

**About the Role**

We are seeking a skilled Paraplanner to join our team at Blakemore Recruitment. As a Paraplanner, you will play a crucial role in supporting our Investment Management business in providing comprehensive financial planning and discretionary management services to clients.

**Key Responsibilities**

  • Provide technical support to our Investment Management team
  • Maintain compliance procedures and client files to a high standard
  • Prepare and write reports for clients on financial planning matters
  • Conduct research on providers and investments for specific projects
  • Obtain quotations, valuations, and literature to accompany client reports
  • Prepare packs for meetings with clients, including investment valuations
  • Provide tax packs and maintain annual client review process
  • Liaise with clients and other professionals to deliver high-quality service
  • Undertake ad hoc projects as required
  • Attend client meetings and contribute to team meetings

**Requirements**

  • Comfortable understanding equity, pension, and life products
  • Willing to learn and understand complex financial products
  • Attained Diploma in Financial Planning (working towards Chartered is encouraged)
  • Excellent communication, planning, and organizational skills
  • Supervisory and coaching skills, with ability to demonstrate influencing and leadership skills
  • Attention to detail, honesty, and ability to maintain good working relationships
  • Focused and responsive to delivering high-quality service
  • Ability to work in a team and independently, with good time management skills

**What We Offer**

  • Support in attaining qualifications
  • Opportunity to work with a reputable Investment Management business
  • Chance to develop skills and expertise in financial planning and management


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