£35K/yr
England, United Kingdom
Permanent, Variable

Junior Paraplanner

Posted by Blakemore Recruitment.

Location - Guildford

Salary - £35,000

Blakemore Recruitment are currently recruiting for Junior Paraplanner on behalf of out award winning Financial Advisory firm in Guildford.

The ideal candidate will be Level 4 qualified or very close to and has experience in a Trainee Paraplanning role.

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.

Benefits

  • Company discretionary bonus scheme
  • Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm- 1 hour for lunch
  • 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period
  • Company Pension scheme
  • Private Healthcare*
  • Group Income Protection
  • Life Assurance
  • Eye Care Scheme
  • Wellbeing programme
  • Bike to Work Scheme
  • Full support with professional qualifications
  • 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.

We use cookies to measure usage and analytics according to our privacy policy.