Location - Sevenoaks, Kent Salary - £35,000 Blakemore Recruitment are currently recruiting for Junior Paraplanner on behalf of out award winning Financial Advisory firm in Kent. You will be working as part of a productive, high performing team to provide full support to the Paraplanners within the Advice Delivery Team. You will work alongside a Paraplanner on specific cases throughout the advice process, assisting in conducting research where appropriate. Responsibilities; Letter of Authority (LOA) Sending/Monitoring/Chasing • Sending LOAs to providers and monitoring progress of recent LOA submissions and obtaining plan information. Research • Providing high quality research and administrative support to the Paraplanners. This will be achieved by contacting providers to obtain and compile accurate policy information. • Recording policy information accurately into Provider Information Forms and Curo. • Undertaking research for asset allocation on existing client portfolios using FEAnalytics and our in-house research tools. • Undertaking whole-of-market research for protection and annuity quotes. • Preparing pension illustrations. • Conduct pension transfer analysis using SelectaPension Other Responsibilities
Junior Paraplanner in Kent employer: Blakemore Recruitment Careers
As a Senior IFA Administrator in Holborn, London, you will join a dynamic team dedicated to delivering exceptional service to our esteemed private clients. Our company fosters a supportive work culture that prioritises professional growth, offering comprehensive training and the opportunity to progress towards becoming a fully qualified Paraplanner. With competitive salary packages and a range of benefits, we are committed to investing in our employees' futures, making us an outstanding employer for those seeking meaningful and rewarding careers.
Contact Details:
Blakemore Recruitment Careers Recruitment Team
