Junior Financial Planning Assistant
3 days ago
Job Summary
We are seeking a highly organized and detail-oriented Junior Financial Planning Assistant to join our team at Blakemore Recruitment. As a Junior Financial Planning Assistant, you will provide administrative support to our Paraplanners and contribute to the delivery of high-quality financial planning services to our clients.
Key Responsibilities
- Letter of Authority (LOA) Management
- Send LOAs to providers and monitor progress of recent LOA submissions and obtain plan information.
- Research and Data Collection
- Provide high-quality research and administrative support to the Paraplanners, including contacting providers to obtain and compile accurate policy information.
- Record policy information accurately into Provider Information Forms and Curo.
- Undertake research for asset allocation on existing client portfolios using FE Analytics and our in-house research tools.
- Undertake whole-of-market research for protection and annuity quotes.
- Prepare pension illustrations.
- Conduct pension transfer analysis using SelectaPension.
- Client Communication and Relationship Building
- Speak regularly with advisers, Paraplanners, and CSAs to keep them up to date with advice in the pipeline.
- Build strong and effective working relationships with other teams in the firm and third-party product providers.
- Administrative Tasks
- Ensure that all client records and data are maintained accurately.
- Construct model portfolios as required on relevant platforms.
- Opportunity to draft simple advice letters and prepare tax calculations (outside of CGT) under supervision from a Paraplanner Manager.
- Professional Development
- Full support with professional qualifications.
- Career progression available.
Benefits
- Company discretionary bonus scheme
- Full-time hours (35 per week) Monday to Friday 9.00am and 5.00pm - 1 hour for lunch
- 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut-down period
- Company Pension scheme
- Private Healthcare
- Group Income Protection
- Life Assurance
- Eye Care Scheme
- Wellbeing programme
- Bike to Work Scheme
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