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Financial Planning Assistant

2 months ago

Welwyn Garden City, Hertfordshire, United Kingdom Blakemore Recruitment Full time
About the Role

We are seeking a highly organized and detail-oriented Paraplanning Support Administrator to join our team at Blakemore Recruitment. As a key member of our financial planning team, you will play a crucial role in delivering a high-quality financial planning service to our clients.

Key Responsibilities
  • Provide administrative support to our paraplanners and financial advisers, ensuring seamless communication and collaboration.
  • Prepare and maintain accurate records, reports, and documents, utilizing tools and platforms as required.
  • Develop and maintain strong relationships with internal stakeholders, including administrators, paraplanners, and compliance department.
  • Contribute to the development and implementation of processes and procedures to improve efficiency and effectiveness.
  • Stay up-to-date with industry developments and best practices, applying this knowledge to enhance our services.
Requirements
  • Excellent written and verbal communication skills, with the ability to build strong relationships with colleagues and clients.
  • Strong organizational and time management skills, with a focus on attention to detail and accuracy.
  • Basic IT skills, including proficiency in Microsoft Office and SharePoint.
  • Commitment to ongoing professional development and staying current with industry trends.
  • Ability to work collaboratively as part of a team, with a positive and supportive attitude.
What We Offer

We offer a dynamic and supportive work environment, with opportunities for growth and development. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.