Chartered Paraplanner

Blakemore Recruitment is very excited to assist a thriving IFA based in London looking for its next Senior Paraplanner(Chartered)

Are you ready to advance your professional status to bring you closer to a lucrative new position?

This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building strong client relationships.

With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. You will need to be Chartered qualified with Paraplanning experience.

General Responsibilities:

• Be a point of contact for any Adviser queries.

• Delegate work requests appropriately within the team.

• Ensure team member's workloads are monitored regularly and that they receive adequate training and support.

• Ensure Suitability Reports are updated with current legislation.

• Authorise holiday requests for the team ensuring appropriate internal process is carried out and records maintained.

• Offer support and guidance to the Administration team when required.

• Assess client's objectives and carry out research to identify suitable solutions to meet client's needs in line with an adviser's recommendations and requests.

• Discuss cases with the adviser and pro-actively update the adviser throughout.

• Carry out financial analysis to draft recommendation reports/letters for review and sign off by the advisers.

• Prepare all relevant paperwork for client meetings.

• Prepare and compile financial analysis.

• Ensure that all regulatory and compliance standards are met and report any breach to the Compliance Manager.

• Liaise with product providers and other relevant third parties.

• Ensure that all client requirements are followed through to the appropriate conclusion.

• Keep up to date with legislation.

• Participate in online provider webinars for continued technical knowledge and ongoing CPD.

• Ensure thorough knowledge of product research and analytical tools.

• An understanding of FCA regulations and guidelines relating to financial services clients.

Does this role sound as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation?

Please apply for more information.