Junior Paraplanner - London

Location - London Salary - £45,000 Blakemore Recruitment are currently recruiting for Junior Paraplanner on behalf of out award winning Financial Advisory firm in London. You will be working as part of a productive, high performing team to provide full support to the Paraplanners within the Advice Delivery Team. You will work alongside a Paraplanner on specific cases throughout the advice process, assisting in conducting research where appropriate. Responsibilities; Letter of Authority (LOA) Sending/Monitoring/Chasing • Sending LOAs to providers and monitoring progress of recent LOA submissions and obtaining plan information. Research • Providing high quality research and administrative support to the Paraplanners. This will be achieved by contacting providers to obtain and compile accurate policy information. • Recording policy information accurately into Provider Information Forms and Curo. • Undertaking research for asset allocation on existing client portfolios using FEAnalytics and our in-house research tools. • Undertaking whole-of-market research for protection and annuity quotes. • Preparing pension illustrations. • Conduct pension transfer analysis using SelectaPension Other Responsibilities • Speaking regularly with advisers, Paraplanners and CSAs to keep them up to date with advice in the pipeline. • Building strong and effective working relationships with other teams in the firm and third- party product providers. • Ensuring that all client records and data are maintained accurately. • Constructing model portfolios as required on relevant platforms. • Opportunity to draft simple advice letters and prepare tax calculations (outside of CGT) under supervision from a Paraplanner Manager. • There will be the opportunity to take part in projects on an ad-hoc basis as required by the business. Benefits • Company discretionary bonus scheme • Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm- 1 hour for lunch • 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period • Company Pension scheme • Private Healthcare* • Group Income Protection • Life Assurance • Eye Care Scheme • Wellbeing programme • Bike to Work Scheme • Full support with professional qualifications • Career progression available. *after qualifying period The ideal candidate would already be in a Junior Paraplanning role. If you believe this is the next role for you, please apply.