Paraplanner - Ingatestone, United Kingdom - Blakemore Recruitment

Blakemore Recruitment
Blakemore Recruitment
Verified Company
Ingatestone, United Kingdom

1 month ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
Role - Paraplanner

Salary - £45,000

Location - Ingatestone


Blakemore Recruitment are recruiting for an exciting opportunity for a Paraplanner to join a successful and growing firm, delivering high quality planning and advice to our bank of high net worth clients.


Are you an experienced paraplanner with a desire to deliver high quality planning and service to clients? then look for further,this could be the role for you.


RESPONSIBILITIES:


  • Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser.
  • Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser.
  • Undertake research to identify suitable solutions to meet the client's needs.
  • Request and obtain information/comparisons for analysis by the Adviser within agreed time frames.
  • Consider current and future allocation of assets for investment strategy with regard to client risk profile.
  • Check all compliance paperwork and internal sign off documents are present.
  • Prepare draft recommendation reports to be discussed and signed off by the Adviser. Ensure any recommendations detailed in a report are in line with any internal guidance/procedures and the up to date report template is used.
  • Submit paperwork when advice taken up in accordance with Company procedures. Ensure all paperwork is in order.
  • Ensure appropriate data is accurately recorded on Company backoffice system(s) and updated in line with Company procedures.
  • Ongoing servicing of clients, for example withdrawals or fund switches.
  • Ensure adherence to Department's and Company procedures, including all Compliance guidelines, and Department's Key Performance Indicators (KPIs)/objectives.

WE WOULD LOVE TO HEAR FROM YOU / PLEASE APPLY IF:

  • Minimum of Regulated Diploma in Financial Planning (CII) or Diploma in Financial Planning. To be level 4 qualified.
  • Understanding of the Financial Planning process, including any Paraplanning department's processes and procedures, and ensure that these are followed in all instances.
  • Ability to work within defined business processes and to achieve agreed outcomes without supervision.
  • Ability to multitask and to prioritise and plan own workload.
  • Strong IT skills.
  • Good report writing and communication skills.
  • A "cando" approach.
**A great opportunity with excellent benefits including hybrid, flexible working.
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