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Paraplanner/Technical Analyst, Colchester
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Client:
Blakemore Recruitment
Location:
Colchester, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
ca3869b40c10
Job Views:
3
Posted:
14.05.2025
Expiry Date:
28.06.2025
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Job Description:
Paraplanner/Technical Analyst
The Role: To support the Partner and Financial Planners in informing and advising clients on financial strategies, plans, and products.
Key Requirements and Skills:
* Thorough knowledge of product research and analytical tools
* Good team working and liaison skills to effectively handle tasks and support team members
* Understanding of FCA regulations and guidelines related to financial services
* Willingness to develop knowledge of products and related issues through ongoing learning
* Effective written and verbal communication skills
* Ability to prioritize and organize workload efficiently
* Capability to work under pressure and meet deadlines
* Proficiency with relevant IT tools, including detailed use of Enable (CRM system)
Key Responsibilities:
* Preparing for client meetings, including:
* Financial analysis compilation, requesting data from Technical Assistants as needed
* Analyzing client data and preparing cash flow analyses
* Researching products to support recommendations
* Compiling financial planning recommendations and suitability reports
* Supporting the Client Partner and Financial Planner
* Ensuring compliance with regulatory standards
* Liaising with product providers and third parties
* Following through on client requirements to conclusion
* Managing and monitoring client annual reviews
* Preparing paperwork for client meetings with Technical Assistant support
* Assisting with annual technical reviews of services and products
* Preparing O&M reports for complex cases, coordinating with Technical Assistants for straightforward cases
* Checking pension contributions, including carry forward
* Drafting correspondence with clients, providers, and third parties professionally
* Representing the business at client and BDM meetings
* Staying updated on market conditions and competitors’ strengths and weaknesses
* Attending Investment Committee meetings and taking minutes
* Drafting Financial Plans and reviewing them with the Client Partner
* Drafting complex suitability letters for approval and instructing Support Assistants
* Serving as a point of contact for clients
* Promoting the business within the profession and wider community
This role offers an excellent opportunity to join a small, highly professional business serving HNW clients. The company values staff development, supports knowledge and skill enhancement, and encourages pursuit of Chartered status.
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