£55K/yr
St Albans, England
Permanent, Variable

Senior Paraplanner

Posted by Blakemore Recruitment.

Company Description

Blakemore Recruitment, based in the heart of London, specializes in Financial Services recruitment across the UK and internationally. With expertise in Investments, Pensions, Employee Benefits, and Mortgages, we understand the job roles that clients need to fill and candidates are seeking. Our founding partners have extensive backgrounds in Financial Services Recruitment, ensuring exceptional industry knowledge and experience.

Role Description

This is a full-time hybrid role for a Paraplanner in St Albans. The Paraplanner will be responsible for financial planning, analytical tasks, investment research, report writing, and supporting financial advisors. While the role is based in St Albans, there is flexibility for some remote work. Working very closely with the Paraplanner Director and being 2nd in command. Providing support to the 2 Senior Financial Planners who are the highest fee earners. A fantastic business with great oppotunities and developement. Role as become available due to the current person being promoted internally.

Qualifications:

  • Financial Planning and Investments expertise
  • Minimum Level 4 Diploma
  • Strong Analytical Skills
  • Experience in Finance and Report Writing
  • Ability to work independently and in a team
  • Excellent communication and interpersonal skills
  • Attention to detail and organizational skills
  • Relevant certifications such as CFP or CISI
  • Bachelor's degree in Finance, Economics, or related field
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