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Blakemore Recruitment
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Harpenden, Hertfordshire
Paraplanner - Harpenden
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Job Type: Full-time |
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Salary: £40,000 per annum |
Overview
Paraplanner Role Location: Harpenden Salary: £45,000 Blakemore Recruitment are currently assisting this highly regarded and very well established Wealth Management business in sourcing a Paraplanner to join there Financial Planning team in Harpenden. Key Contributions and Outputs • Supporting the Financial Planner(s) in research and analysis to meet client needs and objectives • Supporting the Financial Planner(s) in preparing client financial plans and suitability reports • Attending client meetings supporting the Financial Planner(s) such as taking minutes, explaining technical details, form completion and follow up action points. • To be a specialist (Go to person) for a specific business area • Developing and maintaining internal relationships to help maintain business flow and meet agreed targets • Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally • Contributing to the smooth running of the paraplanning administrative function within the business • Working collaboratively with the Compliance & Operations Manager and Client Services Manager to develop and improve systems and processes where necessary, to help deliver the high standards expected by the clients • Where necessary, attend regular business meetings such as adviser, investment committee & support meetings The ideal candidate will need to have gained some experience within an IFA environment, you will be Level 4 diploma qualified. As a Paraplanner you will have support from the financial administration team and will be able to demonstrate a high level of knowledge on the markets. This is an excellent organisation to work for, great benefits and a company that supports you 100% in bettering yourself, both personally and professionally. Please contact Neha at Blakemore Recruitment for more info if needed.