Paraplanner - Salisbury

Blakemore Recruitment are proudly assisting an award-winning, well respected and long established wealth management firm recruit for a diploma qualified Paraplanner to join their expanding team.

They provide a wide range of services to their clients such as financial planning, pension planning, investment advice, inheritance tax planning, protection planning and corporate planning.

You will be working among a friendly team that continue to strive to be among the best advisers and support staff in the industry.

This role is the perfect opportunity for an experienced Paraplanner. This is a challenging role where the company will provide the successful candidate with the required training to further their career. Our client is seeking a long-term commitment from an individual who will hopefully grow and develop in the role over a number of years. There will be ample opportunity to become a Senior Paraplanner or a Financial Planner within the company, depending on the career path they wish to pursue in the fullness of time.

Do you have the following experience?

• It is essential to have at least 2 years’ experience in a Paraplanning role.
• Solid generalist experience within the Financial Services sector.
• Good understanding of compliance issues and maintenance of client files and confidentiality.
• A good working knowledge of appropriate systems e.g. iO (database), Microsoft Office suite, Cashflow modelling tools, etc.
• Numerate and familiar with operating and creating spreadsheets.
• Comfortable in crafting detailed letters and comprehensive bespoke report.

Key elements of the role:

• To attend client meetings with the Financial Planner to take detailed notes of the meeting;
• Transpose the meeting notes into the Factfind and Investment Risk Discussion document for submission;
• To assist the Financial Planner in formulating the advice to the client, taking instructions for research and/or document the advice to provided to the Paraplanner;
• Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance.
• Respond to client emails by analysing and researching the technical questions and creating the appropriate response for the client or FP Director
• Assist team PA with technical matters and liaising with clients in the absence of the FP Director

Do you believe this could be the right fit for you? Please apply or get in touch.