Junior Paraplanner - London, United Kingdom - Blakemore Recruitment

Blakemore Recruitment

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Location - London

Salary - £38,000

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

You will be working as part of a productive, high performing team to provide full support to the
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

obtaining plan information.

Research

Providing high quality research and administrative support to the Paraplanners. This will

be achieved by contacting providers to obtain and compile accurate policy
information.

Recording policy information accurately into Provider Information Forms and Curo.
Undertaking research for asset allocation on existing client portfolios using FEAnalytics

and our in-house research tools.

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

advice in the pipeline.

Building strong and effective working relationships with other teams in the firm and third

- party product providers.

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)

under supervision from a Paraplanner Manager.

There will be the opportunity to take part in projects on an adhoc basis as required by

the business.

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