Senior Paraplanner - London with Hybrid Working

Blakemore Recruitment are assisting a forward thinking and vibrant IFA based in London seek their next Senior Paraplanner to join their team.

You should at least hold Diploma Level 4 qualified. Advanced level exams in investments and pensions will be advantage, working towards Chartered status.

Key Responsibilities

• Supporting the Financial Planners in research and analysis to meet Client needs and objectives
• Supporting the Financial Planners in preparing Client financial plans and suitability reports
• Promoting the profile of the business within the profession and wider communities
• Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
• Preparing and compiling financial analysis data
• Analysing Client data and preparing cash flow analyses
• Compiling financial planning recommendations and suitability reports
• Providing support for the F...