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Financial Planning Support Specialist

2 months ago

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

The Paraplanning Support Administrator will work closely with administrators, paraplanners, financial advisers, and the compliance department to deliver a high-quality financial planning service to clients.

Key Responsibilities
  • Deliver good outcomes to clients by providing key information to paraplanners and advisers.
  • Prepare annual review meeting information and documents for paraplanners to produce suitability letters.
  • Liaise with the centralised admin team for new business and policy servicing processing.
  • Utilise tools and reporting on common platform providers.
  • Support a positive working environment and culture.
Requirements
  • Good written and verbal communication skills.
  • Good interpersonal skills and organisational abilities.
  • Good attention to detail and basic IT skills.
  • Commitment to maintaining the highest ethical standards and continued professional development.
  • Working towards achieving the Level 4 Diploma in Financial Planning is desirable.
What We Offer

This is an excellent opportunity to join a firm that values training and development, offering flexible working and a closed office during Christmas holidays.