Paraplanner
other jobs Blakemore Recruitment
Added before 2 Days
- England,London,City of London
- Full Time, Permanent
- £50,000 per annum
Job Description:
Blakemore Recruitment is working with an IFA to recruit an experienced paraplanner to work with their successful advice team in Putney.
They are a leading firm of independent financial advisers based in London. They specialise in advising creative professionals and forward-thinking business owners and companies. They aim to build long-term relationships
with our clients, providing them with the best personalised advice on all of their financial issues.
Roles and Responsibilities:
*Preparing for client meetings, including checking that all compliance documents are present.
*Analysing client’s circumstances, portfolios, and objectives.
*Preparing technically accurate and compliant suitability letters.
*Undertaking research in relation to different products and investments (including the use of FE Analytics).
*Undertaking calculations of client’s various pension allowances.
*Ensuring appropriate data is accurately recorded on the back-office system (Adviser Office).
*You will be providing a high level of technical and administrative support to the advisers, while maintaining an excellent level of customer service to clients.
Key Requirements:
*They are looking for a technically competent, career Paraplanner.
*Previous experience within a fast-paced IFA Practice is essential.
*High analytical capability and good communication skills.
*Level 4 diploma qualified or working towards Chartered status.
*A good knowledge of Microsoft Office is essential.
*Experience of Xplan software is desirable.
*Ability to work within defined business process in a high-pressure environment.
*Ability to multi-task and prioritise plan your workload while ensuring you are managing the adviser’s expectation.
*Ability to use own, initiative and to work both on your own and within a team.
*Excellent written and verbal communication skills are important.
*This role includes a large amount of data processing and therefore attention to detail is imperative.
Benefits:
*Private Medical Insurance, Vitality & Wellbeing programme
*Health Cashplan
*Contributory Pension
*Cycle to work scheme & Season ticket loans
*Amazing social events
*25 days holiday + bank holidays
*Flexible working days and Hybrid workplace options
They are a leading firm of independent financial advisers based in London. They specialise in advising creative professionals and forward-thinking business owners and companies. They aim to build long-term relationships
with our clients, providing them with the best personalised advice on all of their financial issues.
Roles and Responsibilities:
*Preparing for client meetings, including checking that all compliance documents are present.
*Analysing client’s circumstances, portfolios, and objectives.
*Preparing technically accurate and compliant suitability letters.
*Undertaking research in relation to different products and investments (including the use of FE Analytics).
*Undertaking calculations of client’s various pension allowances.
*Ensuring appropriate data is accurately recorded on the back-office system (Adviser Office).
*You will be providing a high level of technical and administrative support to the advisers, while maintaining an excellent level of customer service to clients.
Key Requirements:
*They are looking for a technically competent, career Paraplanner.
*Previous experience within a fast-paced IFA Practice is essential.
*High analytical capability and good communication skills.
*Level 4 diploma qualified or working towards Chartered status.
*A good knowledge of Microsoft Office is essential.
*Experience of Xplan software is desirable.
*Ability to work within defined business process in a high-pressure environment.
*Ability to multi-task and prioritise plan your workload while ensuring you are managing the adviser’s expectation.
*Ability to use own, initiative and to work both on your own and within a team.
*Excellent written and verbal communication skills are important.
*This role includes a large amount of data processing and therefore attention to detail is imperative.
Benefits:
*Private Medical Insurance, Vitality & Wellbeing programme
*Health Cashplan
*Contributory Pension
*Cycle to work scheme & Season ticket loans
*Amazing social events
*25 days holiday + bank holidays
*Flexible working days and Hybrid workplace options
Job number 3072121
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metapel
Company Details:
Blakemore Recruitment
Company size: 5–9 employees
Industry: Financial Services
The founding Partners of Blakemore Recruitment have an extensive background specifically within Financial Services Recruitment and have worked both in...