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Permanent

Senior Paraplanner - London with Hybrid Working

London
money-bag 65000.00-65000.00 Annual
3085438307
Posted 3 days ago

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 objectivesSupporting the Financial Planners in preparing Client financial plans and suitability reportsPromoting the profile of the business within the profession and wider communitiesDeveloping and maintaining internal relationships to help maintain business flow and meet agreed targetsPreparing and compiling financial analysis dataAnalysing Client data and preparing cash flow analysesCompiling financial planning recommendations and suitability reportsProviding support for the Financial PlannersEnsuring that all regulatory and compliance standards are metLiaising with product providers and other relevant third partiesAssisting the Financial Planners with Client presentations and any other activities as agreedPreparing ..... full job details .....

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