Chartered Paraplanner

Blakemore Recruitment is very excited to assist a thriving IFA based in London looking for its next Senior Paraplanner(Chartered) Are you ready to advance your professional status to bring you closer to a lucrative new position? This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building strong client relationships. With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. You will need to be Chartered qualified with Paraplanning experience. General Responsibilities: • Be a point of contact for any Adviser queries. • Delegate work requests appropriately within the team. • Ensure team member’s workloads are monitored regularly and that they receive adequate training and support. • Ensure Suitability Reports are updated with current legislation. • Authorise holiday requests for the team ensuring appropriate internal process is carried out and records maintained. • Offer support and guidance to the Administration team when required. • Assess client’s objectives and carry out research to identify suitable solutions to meet client’s needs in line with an adviser’s recommendations and requests. • Discuss cases with the adviser and pro-actively update the adviser throughout. • Carry out financial analysis to draft recommendation reports/letters for review and sign off by the advisers. • Prepare all relevant paperwork for client meetings. • Prepare and compile financial analysis. • Ensure that all regulatory and compliance standards are met and report any breach to the Compliance Manager. • Liaise with product providers and other relevant third parties. • Ensure that all client requirements are followed through to the appropriate conclusion. • Keep up to date with legislation. • Participate in online provider webinars for continued technical knowledge and ongoing CPD. • Ensure thorough knowledge of product research and analytical tools. • An understanding of FCA regulations and guidelines relating to financial services clients. Does this role sound as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation? Please apply for more information.