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 ..... full job details .....