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Paraplanner/Trainee Adviser - London, London
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Client:
Blakemore Recruitment
Location:
London, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
d2d7e2c9a199
Job Views:
5
Posted:
07.07.2025
Expiry Date:
21.08.2025
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Job Description:
We are currently recruiting for a Financial Planning practice in London who are looking for an experienced Paraplanner or Trainee Financial Adviser to join their team. They are looking for someone with 2 years+ Paraplanning experience and must be Level 4 qualified.
Purpose
- To provide financial planning reports for clients following adviser client meetings
- To support the advisers with pre-meeting client review information and post meeting reviewletters and ensure all agreed action is carried out by support staff
Main functions
- Prepare and collate the pre-meeting packs for client reviews including portfolio valuationsprovided by the portfolio analyst
- To write-up comprehensive financial planning reports as agreed with adviser
- Obtain KFIs, product information and provider application forms for adviser for new business
- To deal with client enquiries and respond in a professional and courteous manner
- To maintain and update client information on back office systems
Detailed tasks and requirements
- Provision of technical financial planning reports for clients using our templated report as aguide having agreed the key objectives, plan and recommendations with the adviser followingthe client meeting
- Write client letters relating to the annual reviews that are conducted by the adviser with asummary of the clients financial situation, agreed actions relating to the portfolio and anyfurther planning or arrangements to be undertaken
- Make appointments with clients for adviser
- Attend client meetings with adviser and take notes
- Update back office systems
Other key tasks
- Provide technical information on policies and plans to clients and team members as requiredin writing
Knowledge and experience
- Back office system experience use such as IRESS, use of software research systems forproducts and funds, cashflow planning and pensions switching tools
- High technical knowledge of financial services products and financial markets
- Experience of financial report writing to a high level to include pensions, investments and tax-planning, particularly inheritance tax
Qualifications
- Minimum A level education, preferably University degree
- Diploma in financial services, preferably working to or achieved chartered
- Highly proficient on word and excel
Key Skills/attributes
- Clear and articulate verbal communication skills
- Highly motivated to succeed
- Strong ability with written grammar
- Good telephone manner
- Smart and professional presentation
- Ability to work in a small team
This is an opportunity to join a small firm of independent financial advisers supporting the managingpartner and one other chartered adviser with a view to career progression to adviser and potentiallypartnership involvement if desired. Clients are high net worth individuals who expect a high level ofpersonal service and have been introduced by other professionals such as accountants and solicitors.
Attractive remuneration package which includes employee benefits.