Junior Paraplanner

Type: Trainee
Region:

Location – London

Salary – £38,000

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 will

be achieved by contacting providers to obtain and compile accurate policy

information.

? Recording policy information accurately into Provider Information Forms and Curo.

? Undertaking research for asset allocation on existing client portfolios using FEAnalytics

and 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 with

advice 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 by

the 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.