Blakemore Recruitment
40000.00 GBP Annual
03 Jul 2019
31 Jul 2019
Contract Type
Full Time

Providing Paraplanning support to the Independent Financial Advisers (currently 3 director IFAs).

There are two main activity types:-

  1. Pre-sale/advice research
  2. Client Servicing
  • From Fact find and know your customer documents and liaising with adviser do research of current portfolio or products
  • Obtain Key Features Documents, illustrations & comparisons, etc
  • Prepare suitability reports for recommendation in consultation with adviser
  • Set up Intelligent Office plans, including fees expected
  • Track and follow up new plan applications and transfers
  • Prepare client annual reports or suitability reports when necessary & fact finds (see advice processes above)

Generic Skills

  • Undertaking other duties commensurate with the position
  • Creating reports from Client Management Systems (Intelliflo) when needed
  • Problem solving system errors and monitoring their resolution
  • Provide cover for Administrator when needed

Person Specification


  • In-depth and broad experience of working in a paraplanning role
  • Ability to work on own initiative and autonomously
  • Demonstrate effective organisational skills of own workload, to multi-skill and meet conflicting workload requirements
  • An extensive understand financial terms and acronyms, e.g. KIIDs, LTV, ISA, SIPPs, GPPs, LTA, DTA, CIC
  • Proven commercial awareness, striving and driven towards excellence


  • Use of research tools, such as FE Analytics, O&M Pension Profiler, Assureweb
  • Use of Intelliflo or other client management systems
  • Use of many Provider online systems
    • preference for knowledge of Ascentric, Old Mutual SIS, Prudential Retirement Account, Elevate
  • IFS/PFS Level 4 or equivalent