Senior Paraplanner - St. Albans, United Kingdom - Blakemore Recruitment

Blakemore Recruitment

Verified Company

St. Albans, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Location - St Albans

Salary - £60,000

A Senior Paraplanning job opportunity has arisen for a well established St Albans based Financial Planning firm.

As a Paraplanner, you will be supporting their team of Financial Advisors and Chartered Financial Planners

Your responsibilities will include:

Receiving debriefings from the Advisor's post meeting and actioning required tasks
Analysing and interpreting data when researching to provide appropriate solutions
Provide records to support the undertaken research
Draft suitability reports and client illustrations
Undertake Fact Finds and provide suitability reporting
Work on recommendations with the Directors and Financial Planners

Requirements:

You should ideally have 2+ years' experience as a Paraplanner
You must have a clear understanding of the financial planning process
You should be able to produce professional reports
You should hold Level 4 Diploma in Financial Planning or close to achieving this
You must have excellent technical knowledge

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

If this role sounds of any interest to you, please got in touch for more information.