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Senior Financial Planning Specialist

1 month ago

Swanley, Kent, United Kingdom Blakemore Recruitment Full time
Senior Paraplanner Job Description

We are seeking a highly skilled Senior Paraplanner to join our team at Blakemore Recruitment. This is a fantastic opportunity to work with a reputable Financial Planning practice based in Kent, offering flexible home working.

Purpose of the Job

The successful candidate will be responsible for supporting the sales and giving of advice to private clients, all system-based administration, and client liaison work in connection with private client product sales.

Key Responsibilities:

  • Provide support services for all client sales made by business writers, ensuring 100% compliance with FCA regulations and internal administrative requirements.
  • Support business writers in their advisory work with clients, including the collation of information, obtaining illustrations, and producing standard and non-standard reports.
  • Accurately and efficiently administer both paper and system-based records, including email.
  • Analysis of existing portfolios, using our asset allocation model and fund selection for clients, together with fund reviews and recommendations where required.
  • Production of standard suitability and other compliance support materials, including scanning and documenting in paper and system form.
  • Maintenance of accurate filing of client records.
  • Production of planning reports and quarterly product/fund research reports, working in conjunction with Partners.
  • Knowledge of products and services offered, as well as regulatory and taxation rules affecting advice.
  • Continued professional development to keep knowledge current and up to date.
Requirements

The ideal candidate will be Level 4 qualified and hold a Diploma in Financial Services. Ideally, they will be working towards Chartered or Certified status.