Location - Cheam
Salary - £35,000
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 the
Paraplanners within the Advice Delivery Team. You will work alongside a Paraplanner on
specific cases throughout the advice process, assisting in conducting research where
appropriate.
Responsibilities;
Letter of Authority (LOA) Sending/Monitoring/Chasing
- Sending LOAs to providers and monitoring progress of recent LOA submissions and
obtaining plan information.
Research
- Providing high quality research and administrative support to the Paraplanners. This willbe achieved by contacting providers to obtain and compile accurate policyinformation.
- Recording policy information accurately into Provider Information Forms and Curo.
- Undertaking research for asset allocation on existing client portfolios using FEAnalyticsand our in-house research tools.
- Undertaking whole-of-market research for protection and annuity quotes.
- Preparing pension illustrations.
- Conduct pension transfer analysis using SelectaPension
Other Responsibilities
- Speaking regularly with advisers, Paraplanners and CSAs to keep them up to date withadvice in the pipeline.
- Building strong and effective working relationships with other teams in the firm and third-party product providers.
- Ensuring that all client records and data are maintained accurately.
- Constructing model portfolios as required on relevant platforms.
- Opportunity to draft simple advice letters and prepare tax calculations (outside of CGT)under supervision from a Paraplanner Manager.
- There will be the opportunity to take part in projects on an ad-hoc basis as required bythe business.
The ideal candidate would already be in a Junior Paraplanning role.
If you believe this is the next role for you, please apply.