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Senior Financial Planner
2 months ago
At Blakemore Recruitment, we are seeking a highly skilled and motivated Senior Paraplanner to join our team. The successful candidate will be responsible for working closely with our Director to deliver exceptional client outcomes.
The ideal candidate will have a strong background in financial services, with experience in Intelligent Office and other back-office systems. They will be able to manage projects, work independently, and have a clear vision for the future of the financial services industry.
Key responsibilities will include:
- Preparing reports for IFAs, including recommendation letters and sign-up documents.
- Assisting the Director with new and existing client meetings.
- Working with compliance to ensure all processes are adhered to.
Requirements include:
- Patience and attention to detail.
- Able to work in a team and independently.
- Good listening skills and telephone manner.
- Enthusiasm to progress, learn, and produce the best outcomes for our clients.
We offer a great opportunity to join a happy and rewarding business, with a clear vision for the future. If you are a motivated and experienced Senior Paraplanner looking for a new challenge, please apply today.
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