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    Junior Paraplanner - London, United Kingdom - Blakemore Recruitment

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    Description

    Location - London

    Salary - £45,000

    Blakemore Recruitment are currently recruiting for Junior Paraplanner on behalf of out award winning Financial Advisory firm in London.

    You will be working as part of a productive, high performing team to provide full support to theParaplanners within the Advice Delivery Team. You will work alongside a Paraplanner onspecific cases throughout the advice process, assisting in conducting research whereappropriate.

    Responsibilities;

    Letter of Authority (LOA) Sending/Monitoring/Chasing


    • Sending LOAs to providers and monitoring progress of recent LOA submissions andobtaining plan information.

    Research


    • Providing high quality research and administrative support to the Paraplanners. This willbe achieved by contacting providers to obtain and compile accurate policyinformation.


    • Recording policy information accurately into Provider Information Forms and Curo.


    • Undertaking research for asset allocation on existing client portfolios using FEAnalyticsand our in-house research tools.


    • Undertaking whole-of-market research for protection and annuity quotes.


    • Preparing pension illustrations.


    • Conduct pension transfer analysis using SelectaPension

    Other Responsibilities


    • Speaking regularly with advisers, Paraplanners and CSAs to keep them up to date withadvice in the pipeline.


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