{"id":5518,"date":"2024-01-29T09:32:04","date_gmt":"2024-01-29T09:32:04","guid":{"rendered":"https:\/\/coinsrev.com\/info\/paraplanner-aylesbury\/"},"modified":"2024-01-29T09:32:04","modified_gmt":"2024-01-29T09:32:04","slug":"paraplanner-aylesbury","status":"publish","type":"post","link":"https:\/\/coinsrev.com\/info\/paraplanner-aylesbury\/","title":{"rendered":"Paraplanner &#8211; Aylesbury"},"content":{"rendered":"<p><b>Employer:<\/b> Blakemore Recruitment<br \/>\n<b>Salary:<\/b> \u00a340,000 &#8211; \u00a350,000 per annum<br \/>\n<b>Date Added:<\/b> 29\/01\/2024<\/p>\n<p>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.<\/p>\n<p>To provide support to the Financial Advisers within the firm and to become the main point of contact for the clients.<\/p>\n<p><strong>Key Contributions:<\/strong><\/p>\n<ul>\n<li>Supporting the Financial Planners and Advisers in research and analysis to meet Client needs and objectives.<\/li>\n<li>Supporting the Financial Planners and Advisers in preparing Client financial plans and suitability reports.<\/li>\n<li>Developing and maintaining internal relationships to help maintain business flow and meet agreed targets<\/li>\n<li>Promoting the profile of the business within the profession and wider communities<\/li>\n<li>Continuous professional development to meet regulatory requirements and personal development needs<\/li>\n<li>Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.<\/li>\n<\/ul>\n<p><strong>Key Tasks:<\/strong><\/p>\n<ul>\n<li>Attending client meetings and keeping a record of notes and action points agreed.<\/li>\n<li>Producing client Annual Review Reports<\/li>\n<li>Dealing with client queries<\/li>\n<li>Assisting with product research<\/li>\n<li>To prepare accurate financial plans and recommendations in a timely manner showing good attention to detail at all times.<\/li>\n<li>Upkeep of company database with full and accurate client records<\/li>\n<li>Liaising with product providers and other relevant third parties<\/li>\n<li>Individual workflow and task delivery<\/li>\n<li>To produce detailed cash flow forecast<\/li>\n<li>Generate FE Performance Reports<\/li>\n<li>Supporting the delivery of and achievement of the client service standards<\/li>\n<li>Working alongside team members to ensure working as efficiently as possible<\/li>\n<\/ul>\n<p>The successful candidate would ideally have;<\/p>\n<ul>\n<li>Strong communication skills that allow you to inform and help clients clearly and to liaise effectively with other professionals<\/li>\n<li>Good analytical skills and ability to think outside of the box<\/li>\n<li>An ability to work under pressure<\/li>\n<li>A commitment to want to continually learn and develop<\/li>\n<li>Good attention to detail<\/li>\n<\/ul>\n<p><b>Application Deadline:<\/b> 11\/03\/2024<br \/>\n<b>Contract Type:<\/b> Permanent<br \/>\n<b>Submitted Applications:<\/b> 0<\/p>\n<p><a class='btn btn-block btn-primary theme-btn-primary' style='text-align: center; text-decoration: none; margin: auto 0;width: 100%;' href='https:\/\/www.reed.co.uk\/jobs\/paraplanner-aylesbury\/52024476' target='_blank' rel=\"noopener\"> Apply Now <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Employer: Blakemore Recruitment Salary: \u00a340,000 &#8211; \u00a350,000 per annum Date Added: 29\/01\/2024 We are currently recruiting for a well regarded Financial Planning practice in Aylesbury<\/p>\n","protected":false},"author":1,"featured_media":597,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[29],"tags":[],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/coinsrev.com\/info\/wp-content\/uploads\/2023\/09\/pexels-ruslan-burlaka-140945.jpg","_links":{"self":[{"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/posts\/5518"}],"collection":[{"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/comments?post=5518"}],"version-history":[{"count":0,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/posts\/5518\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/media\/597"}],"wp:attachment":[{"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/media?parent=5518"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/categories?post=5518"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/tags?post=5518"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}