Location - Sevenoaks, Kent
Salary - £35,000
Blakemore Recruitment are currently recruiting for Junior Paraplanner on behalf of our award winning Financial Advisory firm in Kent.
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.
* Conducting 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.
The ideal candidate would already be in a Junior Paraplanning role.
If you believe this is the next role for you, please apply.
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