Blakemore Recruitment are currently recruiting for Junior Paraplanner on behalf of out award winning Financial Advisory firm in Kent. You will work alongside a Paraplanner on Letter of Authority (LOA) Sending/Monitoring/Chasing • Sending LOAs to providers and monitoring progress of recent LOA submissions and Providing high quality research and administrative support to the Paraplanners. be achieved by contacting providers to obtain and compile accurate policy Recording policy information accurately into Provider Information Forms and Curo. Undertaking research for asset allocation on existing client portfolios using FEAnalytics Preparing pension illustrations. Conduct pension transfer analysis using SelectaPension Building strong and effective working relationships with other teams in the firm and third- Ensuring that all client records and data are maintained accurately. Opportunity to draft simple advice letters and prepare tax calculations (outside of CGT) under supervision from a Paraplanner Manager. • There will be the opportunity to take part in projects on an ad-hoc basis as required by
Locations
Pension Paraplanner in Kent, Sevenoaks 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.
