Blakemore Recruitment is very excited to assist a thriving IFA based in London looking for its next Senior Paraplanner(Chartered)
Are you ready to advance your professional status to bring you closer to a lucrative new position?
This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building strong client relationships.
With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. You will need to be Chartered qualified with Paraplanning experience.
General Responsibilities:
- Be a point of contact for any Adviser queries.
- Delegate work requests appropriately within the team.
- Ensure team member's workloads are monitored regularly and that they receive adequate training and support.
- Ensure Suitability Reports are updated with current legislation.
- Authorise holiday requests for the team ensuring appropriate internal process is carried out and records maintained.
- Offer support and guidance to the Administration team when required.
- Assess client's objectives and carry out research to identify suitable solutions to meet client's needs in line with an adviser's recommendations and requests.
- Discuss cases with the adviser and pro-actively update the adviser throughout.
- Carry out financial analysis to draft recommendation reports/letters for review and sign off by the advisers.
- Prepare all relevant paperwork for client meetings.
- Prepare and compile financial analysis.
- Ensure that all regulatory and compliance standards are met and report any breach to the Compliance Manager.
- Liaise with product providers and other relevant third parties.
- Ensure that all client requirements are followed through to the appropriate conclusion.
- Keep up to date with legislation.
- Participate in online provider webinars for continued technical knowledge and ongoing CPD.
- Ensure thorough knowledge of product research and analytical tools.
- An understanding of FCA regulations and guidelines relating to financial services clients.
Does this role sound as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation?
#J-18808-Ljbffr
Chartered Paraplanner in City of London employer: Blakemore Recruitment
Join a prestigious UK private banking organisation in the heart of London, where you will be part of a dynamic team dedicated to delivering exceptional wealth management services. With a strong focus on employee development, you will have access to excellent career progression opportunities and the chance to work closely with experienced professionals in the field. Our collaborative work culture fosters innovation and supports your growth as you engage with Ultra High Net Worth clients, making this an ideal environment for ambitious Paraplanners seeking meaningful and rewarding careers.
