Job Description

Blakemore Recruitment are proud to be assisting a well established Financial Planning firm recruit for their next Paralanner to join their successful team based in Guildford.

Responsibilities

  • Provide technical, research and administrative support to develop suitable client recommendations

  • Produce all relevant paperwork and regulatory requirements for the Adviser to present potential solutions to clients.

  • Produce compliant and detailed Client Suitability Reports

  • Assist in the management of client relationships including receiving client phone calls and providing information of a technical nature if requested.

  • Produce regular client portfolio reviews, technical and industry updates with relevant additional commentary to support the client proposition.

  • Liaise on a proactive basis with the Adviser on a regular and structured basis to work on cases and provide updates.

    • Key responsibilities include...

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