Paraplanner - Cambridge

3 weeks ago

Cambridge, United Kingdom Blakemore Recruitment Full time

Blakemore Recruitment are currently recruiting for an experienced Paraplanner to join an award winning, talented, and driven Independent Financial Advisory firm in Cambridge that offer genuine career progression. You will be joining a dynamic team that drive success and customer experience as a priority.

As a Paraplanner you will be working as part of a productive, high performing team to provide full support to the Advisers and Financial Planning Executives. Your role will be to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy.

Key Responsibilities:

Analysing clients circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers; Providing high quality technical, administrative and research support to the Advisers; Undertaking whole-of-market research as required, including investments, pensions and protection plans; Undertaking research for asset allocation on clients’ existing portfolios, quantifying and analysing those clients’ existing investments; Liaising with the Regulatory & Technical team to ensure the advice is compliant; Be able to prioritise work in your queue by liaising with advisers on a regular basis; Speaking regularly with advisers and their support to keep them up to date with advice in the pipeline; Building strong and effective working relationships with other teams in the firm and third party product providers; Attending and contributing to meetings - both internal and external - and delivering group and individual training on topics appropriate to the role; Ensuring that all client records and data are maintained accurately and efficiently; Participating in ad hoc projects and tasks as and when required.

The ideal candidate will need to hold CII Diploma in Financial Planning (as a minimum).

Excellent benefits on offer

If you have a friendly and approachable manner and take pride in providing a professional, high quality and personal service to clients, are you enthusiastic and hard-working? Yes? You are exactly who our clients are in search for to join their team.

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