Employer: Blakemore Recruitment Salary: £40,000 – £50,000 per annum Date Added: 29/01/2024
We are currently recruiting for a well regarded Financial Planning practice in Aylesbury who are looking for a Paraplanner to join their team. The ideal candidate will be Level 4 qualified or working towards this and have a very good Technical knowledge around pensions and investments. This role offers flexibility around home working.
To provide support to the Financial Advisers within the firm and to become the main point of contact for the clients.
Key Contributions:
Supporting the Financial Planners and Advisers in research and analysis to meet Client needs and objectives.
Supporting the Financial Planners and Advisers in preparing Client financial plans and suitability reports.
Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
Promoting the profile of the business within the profession and wider communities
Continuous professional development to meet regulatory requirements and personal development needs
Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
Key Tasks:
Attending client meetings and keeping a record of notes and action points agreed.
Producing client Annual Review Reports
Dealing with client queries
Assisting with product research
To prepare accurate financial plans and recommendations in a timely manner showing good attention to detail at all times.
Upkeep of company database with full and accurate client records
Liaising with product providers and other relevant third parties
Individual workflow and task delivery
To produce detailed cash flow forecast
Generate FE Performance Reports
Supporting the delivery of and achievement of the client service standards
Working alongside team members to ensure working as efficiently as possible
The successful candidate would ideally have;
Strong communication skills that allow you to inform and help clients clearly and to liaise effectively with other professionals
Good analytical skills and ability to think outside of the box
An ability to work under pressure
A commitment to want to continually learn and develop
