Senior Financial Planning Assistant

2 days ago


High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

About the Role

Blakemore Recruitment is currently seeking an experienced IFA Administrator to join a dynamic team in Penn.

Key Responsibilities:

  • Manage new business submissions and track them to conclusion.
  • Provide exceptional client service, addressing any queries that may arise.
  • Administer Group Pension schemes with accuracy and efficiency.
  • Liaise with clients, product providers, and other relevant third parties.
  • Maintain up-to-date records within back office systems, including client and provider data.
  • Process Letters of Authority, chase policy information, build schedules, and update policies on the system.
  • Obtain illustrations and supporting literature for clients.
  • Support Financial Planners in research and analysis to meet client needs and objectives.

Requirements and Skills:

  • Excellent team working and communication skills.
  • Familiarity with FCA regulations and guidelines.
  • Able to develop knowledge of products and related issues through continuous learning.
  • Strong organizational and prioritization skills.
  • Ability to work under pressure and meet deadlines.
  • Proficiency in IT, particularly with Intelligent Office software.
  • Demonstrated accuracy and attention to detail.

Benefits Package:

  • A competitive salary, estimated at £35,000 - £40,000 per annum.
  • 25 days of paid annual leave.
  • Company Pension Scheme.
  • Group Life insurance.
  • Cash plan benefits.

Location: The role will be based in Penn, providing an excellent opportunity to work in a thriving financial services environment.



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