Paraplanner - Financial Services
2 months ago
**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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