Junior Paraplanner

Location - Sevenoaks, KentSalary - £35,000Blakemore Recruitment are currently recruiting for Junior Paraplanner on behalf of out award winning Financial Advisory firm in Kent.You will be working as part of a productive, high performing team to provide full support to theParaplanners within the Advice Delivery Team. You will work alongside a Paraplanner onspecific cases throughout the advice process, assisting in conducting research whereappropriate.Responsibilities;Letter of Authority (LOA) Sending/Monitoring/Chasing• Sending LOAs to providers and monitoring progress of recent LOA submissions andobtaining plan information.Research• Providing high quality research and administrative support to the Paraplanners. This willbe achieved by contacting providers to obtain and compile accurate policyinformation.• Recording policy information accurately into Provider Information Forms and Curo.• Undertaking research for asset allocation on existing client portfolios using FEAnalyticsand our in-house research tools.• Undertaking whole-of-market research for protection and annuity quotes.• Preparing pension illustrations.• Conduct pension transfer analysis using SelectaPensionOther Responsibilities• Speaking regularly with advisers, Paraplanners and CSAs to keep them up to date withadvice in the pipeline.• Building strong and effective working relationships with other teams in the firm and third-party product providers.• Ensuring that all client records and data are maintained ..... full job details .....