Senior Paraplanner - Stokenchurch

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

We are currently recruiting for a growing financial planning firm in Stokenchurch who are looking to recruit a Senior Paraplanner due to company growth.

The position will be suitable to someone who has a good working background in Paraplanning, and either Chartered, working towards Chartered, or at Diploma Level 4 Qualified with at least 5 years experience.

It is essential that candidates demonstrate a strong background within a similar environment as a Paraplanner as well as having an outgoing and aspirational personality.

To be successful in this Paraplanning role, you will also need to be a good communicator and have a working knowledge of the financial services industry across the full range of investments, pensions, retirement solutions, trusts and both personal and business protection.

Your key responsibilities will be provision of high quality technical support and a good standard of literacy, written grammar and numeracy. Day to day duties will include fund and product research, writing bespoke and compliant suitability reports, preparing client portfolio review analysis, reviewing letters, overseeing the implementation of investments, cash flow modelling, attendance at client meetings and liaising with team Administrators to ensure general client administration is kept up to date.

You will be computer literate with the ability to use Microsoft Office including Excel and Word with a good knowledge of analytical tools and numerical aptitude. A good knowledge of IO would be beneficial.

Job Tasks and Responsibilities

• Receiving instructions during debriefings from advisers following client meetings.
• Interpreting data obtained by advisers during client meetings.
• Analysing data and using research tools to provide solutions to meet client needs and objectives.
• Providing records to support research undertaken.
• Consolidation of client needs and objectives, recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document.
• Carrying out all tasks in a manner consistent with compliance procedures.
• Preparation of existing client files ready for reviews.
• Ensuring all client files are compliant on an ongoing basis
• All business related administrative duties

Personal Requirements

• A team player who enjoys a collaborative environment as well as ability to be self-motivated whilst remote working
• Highly industrious and pro-active approach with the ability to anticipate Adviser needs
• Adept at seamlessly pulling together all strands of a case from Administrative through to Compliance and Technical to work with the Adviser to serve the client`s best interests
• Highly positive and personable individual who can stay calm under pressure
• Open and approachable demeanour with solid communication skills

Benefits Package

• A Company pension scheme (currently with 5% Employer contribution),
• 4 x Death in Service Life Cover
• Employee Lifestyle Benefit scheme
• Salary sacrifice Electric Car Scheme
• A Health Cash Plan provided by Westfield Health. This is a P11d benefit.
• Entitled to join our group PMI scheme with Vitality at a discounted rate
• 26 days holiday per annum plus Bank Holidays
• Hybrid working (3 days in office,2 days at home)