Senior Paraplanner - London with Hybrid Working
Blakemore Recruitment are assisting a forward thinking and vibrant IFA based in London seek their next Senior Paraplanner to join their team. As a company they offer ethical and honest solutions to help their clients achieve financial goals. With extensive experience built over many years, they have earned themselves an enviable reputation in the marketplace.
If you are an experienced Paraplanner, wishing to continue your career in an enterprising environment then this could be the opportunity for you. You should at least hold Diploma Level 4 qualified. Advanced level exams in investments and pensions will be advantage, working towards Chartered status.
Key Responsibilities:
- Supporting the Financial Planners in research and analysis to meet Client needs and objectives
- Supporting the Financial Planners in preparing Client financial plans and suitability reports
- Promoting the profile of the business within the profession and wider communities
- Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
- Preparing and compiling financial analysis data
- Analysing Client data and preparing cash flow analyses
- Compiling financial planning recommendations and suitability reports
- Providing support for the Financial Planners
- Ensuring that all regulatory and compliance standards are met
- Liaising with product providers and other relevant third parties
- Assisting the Financial Planners with Client presentations and any other activities as agreed
- Preparing applications for submission.
If you believe you are well suited for this role, please apply to be considered.
Required skills
- Financial Planning
- Financial Services
- Paraplanning
- Report Writing
Reference: 53911945
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
Report this jobNot quite what you are looking for? Try these similar searches
Replace a job alert
Replace a job alert
Get Job Alerts straight to your inbox
"Office Assistant jobs in London"
Your Job Alert has been created and your search saved.
'Saved search name'