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Paraplanner - London

Posted 6 March by Blakemore Recruitment Easy Apply Ended

Our client, a leading Wealth Management company dealing with Investments and Pensions for high net worth individuals are now looking for Paraplanners to join their existing team. They are happy to look at any level of experience from entry level through to more experienced.

Based in the Londonyou will be responsible for the following;

  • Attending client meetings with Financial Planners as required
  • Supporting the Financial Plannersin research and analysis
  • Supporting the Financial Planners in preparing Client financial plans and suitability reports
  • Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
  • Managing and reporting technical Management Information to the Head of Financial Planning
  • Managing the research and analysis of financial products to meet Client requirements
  • Managing the presentation of technical data to the Financial Planner
  • Managing the preparation of Client Financial Plans and Suitability Reports
  • FCA related and other regulatory issues
  • Updating any changes to the FCA rules
  • Maintaining the provision of IT operations and activities to support business needs
  • Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally

To be successful in this role, you will need to have (depending on level of experience)

  • Chartered Financial Planner status (preferred)
  • A minimum of a Diploma in Financial Planning
  • Relevant industry experience
  • A good understanding of compliance issues
  • Ability to conduct research for appropriate providers and investments
  • Excellent administrative, research, report writing and communication skills
  • Excellent analytical skills with a preference for working in a structured, planned manner
  • First class interpersonal and IT skills

If you feel like you would be good for this role please contact Harry at Blakemore Recruitment.

Required skills

  • Financial Services
  • Paraplanning
  • Report Writing

Reference: 34614112

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