Chartered Paraplanner

Blakemore Recruitment is very excited to assist a thriving IFA based in London looking for its next Senior Paraplanner(Chartered)Are you ready to advance your professional status to bring you closer to a lucrative new position?This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building strong client relationships.With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. You will need to be Chartered qualified with Paraplanning experience.General Responsibilities:• Be a point of contact for any Adviser queries.• Delegate work requests appropriately within the team.• Ensure team member''s workloads are monitored regularly and that they receive adequate training and support.• Ensure Suitability Reports are updated with current legislation.• Authorise holiday requests for the team ensuring appropriate internal process is carried out and records maintained.• Offer support and guidance to the Administration team when required.• Assess client''s objectives and carry out research to identify suitable solutions to meet client''s needs in line with an adviser''s recommendations and requests.• Discuss cases with the adviser and pro-actively update the adviser throughout.• Carry out financial analysis to draft recommendation reports/letters for review and sign off by the advisers.• Prepare all relevant paperwork for client meetings.• Prepare and compile ..... full job details .....