- Financial Planner Support: Aid financial planners in non-client facing tasks related to recommendations.
- Reviewing Client Needs: Collaborate with financial planners to understand client profiles and objectives.
- Research: Conduct relevant research and compile necessary documentation for advice.
- Financial Plans: Construct accurate financial plans for clients in compliance with regulations.
- Quality Assurance: Ensure client files meet compliance standards.
- Cashflow Modelling: Develop clients' holistic financial plans through cashflow modeling.
- Client Queries: Address client queries effectively.
- Teamwork: Provide support and work closely with financial planners and team members.
- Meeting Preparation: Assist in preparing for meetings and attend them when necessary.
- Strong communication skills, both written and verbal
- Good interpersonal skills with a supportive and positive attitude
- Excellent organizational, analytical, and problem-solving abilities
- Attention to detail
- Proficiency in financial planning software and tools
- Solid IT skills including Microsoft Office
- Commitment to ethical standards and professional development
- Competitive salary and benefits
- Opportunities for professional development and training
- Supportive and collaborative work environment
- Chance to make a meaningful impact
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Senior Paraplanner - London, United Kingdom - Blakemore Recruitment
Description
Job Title: Senior Paraplanner
Location: North London and Hybrid Working (2 days from home)
Contract: Full time
Package: Up to £60,000 salary with good benefits
Are you a paraplanner enthusiastic about collaborating with financial planners? Do you thrive in a dynamic environment and aim to provide optimal outcomes for clients? If so, this might be the perfect opportunity for you!
About the Company
Our company is a renowned financial services firm situated in North West London. We are devoted to delivering comprehensive and personalized financial planning solutions to our clients. With a strong dedication to excellence, we are passionate about assisting individuals in reaching their financial aspirations.
Position Overview
As a valued member of our paraplanning team, you will work closely with our financial planners and compliance team to provide high-quality and tailored financial planning services to our clients. Your main goal will be to ensure optimal outcomes by analyzing client needs, researching solutions, and crafting compliant recommendations that our clients will highly appreciate.
Key Responsibilities
Key Attributes
To excel in this role, you should have sound knowledge and qualifications in various financial aspects including pensions, investments, inheritance tax planning, and protection. Additionally, a comprehensive understanding of UK financial regulations and at least two years of paraplanning experience are required, along with a Level 4 Diploma in Financial Planning.
Why Join Us
This role presents an excellent chance to join our team and contribute to our mission of supporting clients in achieving their financial objectives while advancing your career in the financial services sector.
