Senior Paraplanner - Upminster

Blakemore Recruitment; Greater London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading recruitment firm is seeking a Paraplanner to join a progressive team in Greater London. The ideal candidate will embrace change and manage projects effectively, ensuring compliance with industry regulations. Responsibilities include preparing reports for IFAs and assisting the Director in client meetings. The role demands strong teamwork, attention to detail, and a passion for delivering the best outcomes for clients. A solid understanding of financial back-office systems like Intelligent Office is advantageous.

Qualifications

• Experience in a back-office financial service environment is preferred.
• Ability to manage projects effectively.
• Clear vision of the progression needed in the financial service industry.

Responsibilities

• Prepare reports for IFAs, including recommendation letters.
• Assist the Director in client meetings.
• Lead special projects to improve business processes.
• Ensure compliance with all processes.

Skills

Patience

Teamwork

Willingness to learn

Trustworthiness

Organization

Attention to detail

Good listening skills

Good telephone manner

Enthusiasm to progress

Tools

Intelligent Office

Financial Express / Analytics

Cash Calc

Job description

Overview

The role will be as Paraplanner, working in a business that is embracing change in order to deliver the best outcomes for clients. The business is using the recent lockdown to improve on all processes and communication methods so the ideal candidate will need to embrace change, be able to manage projects and have a clear vision of where the financial service industry needs to progress to.

Ideally, they have experience in Intelligent Office (or another back-office system), Financial Express / Analytics and Cash Calc (or another cash flow planning tool).

This is a great opportunity to join a very happy business and one rewards hard work.

General responsibilities

• Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times
• Comply with the relevant compliance, TCF, T&C and, financial crime (anti-money laundering, data security, anti-bribery, fraud, and corruption) procedures of the firm at all times.
• Keep up to date with all relevant product, legislative and technical changes, as required.
• Follow appropriate ethical standards within the firm at all times.
• Ensure all dealings with clients are carried out in a professional and courteous manner.

Specific responsibilities

These are the responsibilities in which you are the primary responsible person.

• Preparation of reports for IFAs, including recommendation letters and sign up documents.
• Assisting the Director with new and existing client meetings.
• Working with the Director and leading special projects designed to improve the business.
• Working with compliance to ensure that all processes are adhered to.

Skills required

• Patience
• Able to work in a team
• Willing to learn
• Able to work on their own
• Being trustworthy
• Being organised
• Attention to detail
• Good listening skills
• Good telephone manner
• Above all enthusiasm to progress, learn and produce the best outcomes for our clients