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Location - London
Salary - Ā£40,000 - Ā£45,000
Blakemore Recruitment are currently recruiting for Junior Paraplanner on behalf of out award winning Financial Advisory firm in London.
You will be working as part of a productive, high performing team to provide full support to theParaplanners within the Advice Delivery Team. You will work alongside a Paraplanner onspecific cases throughout the advice process, assisting in conducting research whereappropriate.
Responsibilities;
Letter of Authority (LOA) Sending/Monitoring/Chasing
ā¢ Sending LOAs to providers and monitoring progress of recent LOA submissions andobtaining plan information.
Research
ā¢ Providing high quality research and administrative support to the Paraplanners. This willbe achieved by contacting providers to obtain and compile accurate policyinformation.
ā¢ Recording policy information accurately into Provider Information Forms and Curo.
ā¢ Undertaking research for asset allocation on existing client portfolios using FEAnalyticsand our in-house research tools.
ā¢ Undertaking whole-of-market research for protection and annuity quotes.
ā¢ Preparing pension illustrations.
ā¢ Conduct pension transfer analysis using SelectaPension
Other Responsibilities
ā¢ Speaking regularly with advisers, Paraplanners and CSAs to keep them up to date withadvice in the pipeline.
ā¢ Building strong and effective working relationships with other teams in the firm and third-party product providers.
ā¢ Ensuring that all client records and data are maintained accurately.
ā¢ Constructing model portfolios as required on relevant platforms.
ā¢ Opportunity to draft simple advice letters and prepare tax calculations (outside of CGT)under supervision from a Paraplanner Manager.
ā¢ There will be the opportunity to take part in projects on an ad-hoc basis as required bythe business.
Benefits
ā¢ Company discretionary bonus schemeā¢ Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm- 1 hour for lunchā¢ 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down periodā¢ Company Pension schemeā¢ Private Healthcare*ā¢ Group Income Protectionā¢ Life Assuranceā¢ Eye Care Schemeā¢ Wellbeing programmeā¢ Bike to Work Schemeā¢ Full support with professional qualificationsā¢ Career progression available.*after qualifying period
The ideal candidate would already be in a Junior Paraplanning role.
If you believe this is the next role for you, please apply.
