Paraplanner - Financial Services

4 days ago

London, Greater London, United Kingdom Blakemore Recruitment Full time
Job Title: Paraplanner - City of London

Job Summary:

We are seeking a highly skilled Paraplanner to join our team in the City of London. As a Paraplanner, you will play a crucial role in supporting our Wealth Planners in managing clients' planning needs and solutions.

Key Responsibilities:

  • Assist Wealth Planners in managing clients' planning needs and solutions;
  • Develop relationships of trust with clients and provide exceptional customer service;
  • Attend client meetings with Wealth Planners to broaden your understanding of the advisory process;
  • Take responsibility for the timely drafting of client reason-why letters;
  • Assist Wealth Planners in assessing and researching options and solutions for clients;
  • Handle administrative duties promptly, including letters, new client take-on forms, and preparation of advisory correspondence;
  • React to client-related enquiries in a timely manner and maintain a record of responses;
  • Deal with insurance companies to obtain client policy information or new illustrations and product information;
  • Check that new business and client files are compliant and in line with procedures;
  • Work closely with the Wealth Planning support team and delegate administrative work as required;
  • Maintain and update your knowledge through continual professional development (CPD) and examinations, where suitable;

Requirements:

  • Good working knowledge of Microsoft Word, Excel, and PowerPoint;
  • A keen interest in and a good understanding of the Wealth Management and financial planning industries;
  • Experience working within the financial services sector, ideally for a wealth management firm or financial advisory practice with an HNW client base;
  • FCA approved Level 4 RDR compliant qualification in financial planning or equivalent;

What We Offer:

This is an excellent opportunity to join a well-established global investment management firm that offers constant career development. Each day will be different due to the technical work you will be undertaking.

If you are a motivated and organized individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.

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