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Blakemore Recruitment
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Cambridge, Cambridgeshire
Senior Paraplanner
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Job Type: Full-time |
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Salary: £35,000 per annum |
Overview
We are currently recruiting for a Chartered Financial Planning practice in Cambridge who are looking for a Senior Paraplanner to support their team of successful IFA's. Role To provide full technical support to the IFA team: Directors, Chartered Financial Planners and Financial Advisers Assist in the delivery of bespoke solutions to advisory and discretionary clients in all aspects of financial planning Advanced technical report writing Dealing with wrap platforms and product providers to obtain information about existing and potential investments Undertake research both independently and with an IFA to identify suitable solutions to meet clients' needs and objectives Carry out in depth product research and analysis to prepare a comprehensive financial planning report and identify opportunities throughout the process Undertake reviews of client portfolios and compile annual suitability reports Use FE Analytics to research and analyse fun performance, volatility and risk Prepare cash flow plans for clients and incorporate system outputs into reports and assist with their presentation in client meetings Carry out tax calculations to ensure correct advice is given, where appropriate Assist with the preparation of client meetings, emails, letters and documentation as part of the advice process Handle client queries and help service existing clients on a daily basis Maintain awareness of legislative changes and product developments bu undertaking suitable CPD activities e.g. attending seminars/workshops Ideal candidate Previous industry experience as a Paraplanner with technical report writing experience within an IFA firm At least Diploma Level 4 qualified. Advanced level exams in investments and pensions will be an advantage, along with working towards Chartered status Can demonstrate a sound technical knowledge of the financial services industry across a full range of investments, pensions, retirement solutions, protection and IHT planning Experience of wrap platforms and main tax wrappers Excellent written/verbal communications skills, as well as organisation skills Experienced in supporting advisers with a range of tasks, including correspondence with product providers and clients, researching products and writing suitability reports, as well as providing support to other members of a paraplanning team Good interpersonal skills to be able to work alongside a friendly team of dedicated individuals Able to use own initiative and has a 'can do' work ethic Ability to cope well in a busy working environment and manage own case load