Junior Paraplanner

Location - London

Salary - £45,000

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 whole-of-market 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 ad-hoc 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*
• Group Income Protection
• Life Assurance
• Eye Care Scheme
• Wellbeing programme
• Bike to Work Scheme
• Full support with professional qualifications
• Career progression available.
*after qualifying period

The ideal candidate would already be in a Junior Paraplanning role.

If you believe this is the next role for you, please apply.