Paraplanner - Northampton - Blakemore Recruitment

    Blakemore Recruitment
    Blakemore Recruitment Northampton

    14 hours ago

    £28,000 - £50,000 (GBP) per year *
    Description


    We are currently recruiting for a Financial Planning practice in Northhampton who are looking to recruit a Paraplanner to join their team.

    The company provides an integrated financial and tax advice service.

    Their experienced financial advisers work very closely with their professional tax advisers to provide a fully comprehensive wealth management solution.

    They work with individuals, business owners and professionals throughout the various stages of life; whether you are a young family seeking protection against life's unforeseen events, building a savings portfolio for a specific purpose such as a mortgage or school fees, or planning your retirement or business exit, they have a range of solutions to meet your needs.

    They proactively work with clients to develop a strategic approach to ensure clients meet their financial objectives.

    They put great emphasis on growing your investments and minimising tax, helping to make the most efficient use of your finances now, and in the future.

    They currently have an opportunity for an experienced Paraplanner to join the team.

    After the initial training in the Worthing office, the successful candidate can be based in the offices on a hybrid basis.

    Travel to the Worthing office is required to attend team meetings. The successful candidate will be working closely with the Financial Advisers and Sales Support teams.


    The role would include:
    Preparing and maintaining client filesPreparing and implementing recommendationsEnsuring all compliance paperwork is presentDue diligence associated to the investment committeeAssisting in providing technical supportCoaching of team membersWriting reports based on client's requirementsBeing a point of reference for advisersConsistently researching and reviewing market products availableThe ideal candidate: Minimum of 2 years' experience in a paraplanning role preparing Annual Reviews and Recommendation ReportsExperience with Intelligent Office, CashCalc, Genovo & FE Analytics (or similar systems) (essential)Excellent organisational skillsAbility to work on own initiative and plan own workloadThorough understanding of all compliance regulationsGood decision-making skillsUse initiative based on the findings of their researchLevel 4 Diploma qualified or near to completingSupervisory experience would be beneficialAdaptable and happy to take on new challengesInterest/experience in Financial Services Marketing/blog writing (preferred)Interest/experience in Later Life Financial Advice / Planning (preferred)

    #J-18808-Ljbffr
    * This salary range is an estimation made by beBee
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