At a Glance
- Tasks: Support Paraplanners by conducting research and managing client information.
- Company: Award-winning Financial Advisory firm in Kent with a high-performing team.
- Benefits: Competitive salary of £35,000 and opportunities for professional growth.
- Other info: Collaborative environment with chances to work on exciting projects.
- Why this job: Join a dynamic team and make a real impact in financial advisory.
- Qualifications: Experience in a Junior Paraplanning role is preferred.
The predicted salary is between 35000 - 35000 £ per year.
Location - Sevenoaks, Kent
Salary - £35,000
Blakemore Recruitment are currently recruiting for Junior Paraplanner on behalf of our 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.
- Conducting pension transfer analysis using SelectaPension.
- Other Responsibilities: Speaking regularly with advisers, Paraplanners and CSAs to keep them up to date with advice in the pipeline.
- Building strong and effective working relationships with other teams in the firm and third-party product providers.
- Ensuring that all client records and data are maintained accurately.
- Constructing model portfolios as required on relevant platforms.
- 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 the business.
The ideal candidate would already be in a Junior Paraplanning role. If you believe this is the next role for you, please apply.
Junior Paraplanner in Kent employer: Blakemore Recruitment
Join our award-winning Financial Advisory firm in Sevenoaks, Kent, where we foster a collaborative and high-performing work culture that prioritises employee growth and development. As a Junior Paraplanner, you will benefit from hands-on experience alongside seasoned professionals, access to comprehensive training, and the opportunity to contribute to meaningful projects, all while enjoying a supportive environment that values teamwork and innovation.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Paraplanner in Kent
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial advisory field on LinkedIn or at local events. Building connections can lead to job opportunities that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how you can contribute to their team. This will help you stand out as a candidate who truly gets what they’re about.
✨Tip Number 3
Practice your interview skills with a friend or mentor. Get comfortable discussing your experience and how it relates to the Junior Paraplanner role. The more you practice, the more confident you'll feel!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Junior Paraplanner in Kent
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Junior Paraplanner role. Highlight any relevant experience, especially in research and administrative support, as well as your ability to work in a team. We want to see how you can contribute to our high-performing team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial advisory and how your skills align with the responsibilities listed in the job description. Let us know what excites you about working with us at StudySmarter.
Showcase Your Research Skills:Since research is a big part of the Junior Paraplanner role, make sure to mention any experience you have with conducting research or using tools like FEAnalytics. We love candidates who can demonstrate their analytical skills and attention to detail!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy to do!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on financial concepts and paraplanning processes. Familiarise yourself with tools like FEAnalytics and SelectaPension, as well as the responsibilities listed in the job description. This will show that you're not just interested in the role but also prepared to hit the ground running.
✨Showcase Your Research Skills
Since research is a big part of the Junior Paraplanner role, be ready to discuss any relevant experience you have. Prepare examples of how you've conducted research in the past, whether it's for asset allocation or policy information. This will demonstrate your ability to support the Paraplanners effectively.
✨Build Rapport
During the interview, focus on building a connection with your interviewers. Ask questions about their team dynamics and how they collaborate with other departments. This shows that you value teamwork and are keen to integrate into their high-performing environment.
✨Be Detail-Oriented
Highlight your attention to detail, especially when it comes to maintaining client records and compiling accurate information. You might even want to mention any systems or methods you use to ensure accuracy in your work. This will reassure them that you can handle the responsibilities of the role.
