Financial Planning Support Specialist

2 days ago


Reigate, Surrey, United Kingdom Blakemore Recruitment Full time

We are seeking a skilled Financial Planning Support Specialist to join our team at Blakemore Recruitment. As a Financial Planning Support Specialist, you will provide financial planning support to advisers, paraplanners, and the practice to ensure clients receive high-quality financial advice.



The role involves preparing for client meetings, managing and processing pre-sale and post-sale administration, and ensuring cases are chased through the pipeline as quickly as possible. You will have the opportunity to progress into a Paraplanner or Senior Administrator role in the future.



Key Responsibilities and Duties

  • Complete pre-sale administration, including adding client information to the intelligent office database and creating and updating Wealth Reports.
  • Prepare and gather information, such as LOAs and Policy information checklists.
  • Undertake meeting preparation and present to advisers ready for client meetings.
  • Conduct basic report writing, including Fund Switches, Reviews, and New money.
  • Undertake basic research using FE, Defaqto, Cashcalc, etc.
  • Process New Business and Review Case administration, submit applications to providers, and ensure cases are in force as soon as possible.


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