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Junior Paraplanner - St. Albans, St. Albans
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Client:
Blakemore Recruitment
Location:
St Albans, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
592d2821c712
Job Views:
53
Posted:
22.06.2025
Expiry Date:
06.08.2025
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Job Description:
We are currently recruiting for a Financial Planning practice in St. Albans who are looking to recruit a Junior Paraplanner to support the Financial Planners.
The Paraplanner will be shared among four consultants and work alongside the admin team.
Responsibilities include:
* Supporting financial planners with paraplanning and investment tasks, gaining exposure to various aspects of financial services.
* Conducting MIFID II Annual Reviews, including performance analysis and risk profile assessments.
* Writing annual review summary letters and investment case reports for ISAs, GIA contributions, top-ups, and withdrawals.
* Preparing pension reports for contributions and top-ups, with experience in cash flow analysis software preferred.
* Technical research on Defined Benefit schemes and liaising with scheme administrators.
* Dealing with clients without providing advice, ensuring compliance and proper documentation.
* Assisting with MIFID reporting, suitability reports, and meeting preparations.
* Maintaining client files and supporting audits.
Qualifications:
* Relevant qualifications such as 'RO' and 'JO' papers.
* Experience with cash flow planning software is a plus.
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