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Client:
Blakemore Recruitment
Location:
Henley-on-Thames, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
2f60e5a4d1f2
Job Views:
23
Posted:
31.07.2025
Expiry Date:
14.09.2025
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Job Description:
We are currently recruiting for a Financial Planning practice based in Henley-on-Thames who are looking to recruit aParaplanner. They are ideally looking for a Level 4 Diploma QualifiedParaplannerwith goodparaplanningexperience.
Main Purpose of the Role:
* To provide all employees with a focal point for technical enquiries and to producecompliant reports and supporting documentation for clients of the firm (existing orpotential) to support the recommendations made by their adviser
* To write comprehensive suitability reports for both existing and potential clients which arereadable, compliant, and technically accurate (from templates but with the ability to writefreehand)
* To provide support to the adviser team on technical matters
Duties and Responsibilities:
* Production of new business reports and recommendations
* Following client meetings ensure the Fact Find and all other relevant financial informationis obtained in order to proceed with a full financial needs analysis
* Liaise with Business Administration for any additional information required
* Liaise with Investment, and accounts and dealing teams in respect of reviews of existinginvestments and feasibility of in-specie transfers
* Analyse client information and existing investments/insurances, identifying any gaps in theclients’ financial plans
* Construct appropriate solutions for clients and make recommendations in conjunction withthe advisers
Skills and Knowledge Requirements:
* Willingness to undertake study
* Ability to manage own workload and work within a small team
* Knowledge of business processes, standards, policies and procedures
* Experience within the Financial Services Industry
* Exceptional communication skills at all levels
* Excellent organisational skills
* Knowledge of Microsoft Word, Excel, Outlook and ideally Adviser Office, Volume andPulse dealing system
* Ability to work under pressure at times
* Provide leadership for the team
* Ideally at least 5 years’ experience in the financial services industry of which a minimumof 2 years has been in a Paraplanning role within a firm of financial advisers
* Produce Technical Bulletins for website and client emails
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