Financial Planning Administrator
3 weeks ago
**Job Title**:Financial Planning Administrator
**Location**:Plymouth
**Salary**:£23,000 to £26,000
Our client is a leading national wealth management firm with a strong commitment to social responsibility with a dynamic, hardworking team. We are currently seeking to find a new member of the client support team to join the offices in Plymouth. As a financial planning administrator, you will play a key role in providing on-going support to financial advisors in the south west assisting them in delivering high-quality financial planning advice to valued clients.
**Responsibilities**:
- Assist financial advisors in the preparation and delivery of financial plans, including conducting research, analysing data, and creating client reports.
- Collaborate with financial advisors to gather and review client information, ensuring accuracy and completeness of data.
- Prepare and review financial planning recommendations, including investment proposals, retirement plans, tax strategies, and risk management strategies.
- Stay up-to-date with industry regulations and compliance requirements, and ensure all financial planning activities are conducted in adherence to relevant laws and regulations.
- Assist in maintaining client relationships by providing ongoing support, addressing client inquiries, and proactively identifying opportunities for additional financial planning services.
- Collaborate with other team members to continuously improve processes, procedures, and documentation related to financial planning activities.
Here are some of the development opportunities you can expect within this position:
- **Training and Education**: We provide ongoing training and education programs to help you enhance your technical skills and stay updated with industry trends and regulations. This may include attending workshops, seminars, webinars, or obtaining professional certifications such as Certified Financial Planner (CFP) or CII Diploma in financial planning (DIPFS)
- **Mentoring and Coaching**: You will have access to experienced financial advisors and senior members of our team who can provide guidance, mentorship, and coaching to help you refine your skills and progress in your career. You will have opportunities to learn from their expertise and receive feedback to continuously improve your performance.
- **Career Path Development**: We believe in recognizing and rewarding talent and offer clear career progression paths within our organization. As a Developing Paraplanner, you will have the opportunity to grow into more senior roles, such as Senior Paraplanner, Team Lead, or Financial Advisor, based on your performance, skills, and aspirations.
Our client is committed to investing in the team members' professional development and providing a supportive and nurturing environment where you can grow and excel in your career. They believe that continuous learning and development are essential to our success as a team and as a company.
Capio Recruitment #INDJOE#
**Salary**: £23,000.00-£26,000.00 per year
**Benefits**:
- Company pension
- Health & wellbeing programme
- Life insurance
- On-site parking
- Paid volunteer time
- Private dental insurance
- Private medical insurance
- Work from home
Schedule:
- Monday to Friday
Ability to Commute:
- Plymouth (required)
Ability to Relocate:
- Plymouth: Relocate before starting work (required)
Work Location: In person
Reference ID: pl3000
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