Paraplanner

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