Junior Paraplanner - London, United Kingdom - Blakemore Recruitment
Description
Location - LondonSalary - £40,000
Blakemore Recruitment are currently recruiting for Junior Paraplanner on behalf of out award winning Independent Financial Advisory firm in London.
Paraplanners within the Advice Delivery Team. You will work alongside a Paraplanner on
specific cases throughout the advice process, assisting in conducting research where
appropriate.
Responsibilities;
Letter of Authority (LOA) Sending/Monitoring/Chasing
- Sending LOAs to providers and monitoring progress of recent LOA submissions and
Research
- Providing high quality research and administrative support to the Paraplanners. This will
information.
- Recording policy information accurately into Provider Information Forms and Curo.
- Undertaking research for asset allocation on existing client portfolios using FEAnalytics
- Undertaking wholeofmarket 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 with
- Building strong and effective working relationships with other teams in the firm and third
- Ensuring that all client records and data are maintained accurately.
- Constructing model portfolios as required on relevant platforms.
- Opportunity to draft simple advice letters and prepare tax calculations (outside of CGT)
- There will be the opportunity to take part in projects on an adhoc basis as required by
Benefits
- Company discretionary bonus scheme
- Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm
- 1 hour for lunch
- 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period
- Company Pension scheme
- Private Healthcare
- Group Income Protection
- Life Assurance
- Eye Care Scheme
- Wellbeing programme
- Bike to Work Scheme
- Full support with professional qualifications
- Career progression available.
If you believe this is the next role for you, please apply.
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