Junior Paraplanner – London

Location – London

Salary – £35,000-£40,000

Blakemore Recruitment are currently recruiting for Junior Paraplanner on behalf of our award winning Financial Advisory firm in London.

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.
• Conduct pension transfer analysis using SelectaPension.
• Other Responsibilities – Speaking regularly with advisers, Paraplanners, and other team members to ensure timely completion of cases.

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