Blakemore Recruitment are very excited to assist a thriving IFA based in London look for their next Senior Paraplanner.
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 level 4 Diploma 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 ...