Senior Paraplanner — Hybrid Role with Bespoke Reports

Blakemore Recruitment; Stokenchurch; Hybrid; GBP 45,000 - 60,000; Full time

Benefits offered by this job

Company pension scheme

Death in Service Life Cover

Lifestyle Benefit scheme

Salary sacrifice Electric Car Scheme

Health Cash Plan

PMI with Vitality at discounted rate

26 days holiday per annum + Bank Hols

Hybrid working (3 days in office, 2 at

Job summary

Blakemore Recruitment is recruiting on behalf of a growing financial planning firm in Stokenchurch for a Senior Paraplanner. The ideal candidate will have 5+ years in paraplanning, with Chartered or working towards Chartered status or Diploma Level 4 qualified, and a strong background in a similar environment.

You will provide high quality technical support across investments, pensions, trusts and protection, conduct fund/product research, prepare compliant suitability reports, and assist in

Qualifications

• 5+ years experience in paraplanning or a similar role.
• Chartered or working towards Chartered, or Diploma Level 4 qualified.
• Strong background in a financial planning environment and good communication skills.
• Knowledge across investments, pensions, retirement solutions, trusts and protection.

Responsibilities

• Provide high quality technical support and ensure literacy, grammar and numeracy in reports.
• Carry out fund and product research and write compliant suitability reports.
• Prepare client portfolio review analyses and review letters.
• Oversee investment implementations and assist with cash flow modelling.
• Attend client meetings and liaise with Administrators for compliance and admin.

Skills

Paraplanning experience

Strong communication

Team collaboration

Self-motivation

Remote working

Education

Chartered / working towards Chartered

Diploma Level 4 Qualified

Tools

Microsoft Office (Excel, Word)

Analytical tools

IO knowledge

Job description

Blakemore Recruitment is recruiting on behalf of a growing financial planning firm in Stokenchurch for a Senior Paraplanner. The ideal candidate will have 5+ years in paraplanning, with Chartered or working towards Chartered status or Diploma Level 4 qualified, and a strong background in a similar environment.

You will provide high quality technical support across investments, pensions, trusts and protection, conduct fund/product research, prepare compliant suitability reports, and assist in