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Blakemore Recruitment
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London, Greater London
Junior Paraplanner - Enfield
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Job Type: Full-time |
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Salary: £27,000 per annum |
Overview
Our client is a very well established firm of Independent Financial Planners who provide bespoke solutions to their client's, as a result of their ongoing growth they now have an excellent opportunity for a Junior Paraplanner to join their team based in the Enfield. The main purpose of your role will be to prepare written advice and provide technical research services to a team of Financial Planners. You will ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner. The successful candidate will be ideally Diploma qualified OR working towards, and have experience of working within an IFA environment. Responsibilities Develop and maintain effective relationships with clients Prepare suitability reports appropriate to the level of experience and under relevant supervision. Ensure all relevant compliance paperwork has been carried out. Carry out technical research as part of the existing arrangement review process. Maintain core systems ensuring that all tasks are carried out and completed in line with the company policy and procedures. Maintain awareness of, and act in accordance with, all Compliance and legislative obligations. Obtain data on in-house and third-party products in order to provide valuations as required. Discuss client objectives with the relevant Financial Planner, identifying and obtaining necessary client information in order to prepare the necessary suitability check. Deal with client and insurer queries to completion as appropriate. Ensure that client queries are appropriately investigated and accurate responses given. Accurately and efficiently support the Private Client/Financial Planning team to enable the achievement of targets and meet client expectations.