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Financial Planning Assistant

2 months ago

Berkhamsted, Hertfordshire, United Kingdom Blakemore Recruitment Full time

We are seeking a highly skilled Financial Planning Assistant to join our team at Blakemore Recruitment. This role will involve providing administrative support to our financial planning practice, ensuring the smooth delivery of high-quality financial advice to clients.

Key Responsibilities:

  • Manage and process post-sale administration, including adding client information to our database and creating new and updating wealth reports.
  • Prepare and gather information for complex cases, including CETVs, illustrations, LOAs, and policy information checklists.
  • Administer new business and review cases, submitting applications to providers and ensuring cases are in force as soon as possible.
  • Prepare and maintain client files, adhering to compliance standards.
  • Assist paraplanners with administration tasks as required.
  • Occasionally write basic reports, including bed and ISA, fund switches, reviews, and withdrawals.
  • Handle client liaison and complaint handling.
  • Assist with general administration duties when colleagues are absent.
  • Mentor colleagues to develop specialist administration skills.

Requirements:

  • Minimum of 2 years' experience working in a financial planning adviser environment.
  • GCSE English & Math's (C or above).
  • Understanding of the financial planning process, including MIFID & GDPR.
  • Experience dealing with platform providers Prudential, Aegon Arc, OMW, Fidelity, Elevate.
  • Working knowledge of intelligent office, Avello office, or a similar back-office system.
  • Proficient in processing new business applications and managing pipeline cases.
  • Excellent written and communication skills.
  • Problem-solving, finding solutions to complex issues.
  • Analytical and ability to interpret data.
  • Meticulous attention to detail.
  • Happy to work independently and as part of a team.
  • Ability to prioritize and plan own workload.
  • Customer focus, client liaison, and complaint handling.

Desirable:

  • Exposure to DB pensions and pension transfer administration.
  • Working towards industry-recognized exams, Level 4 (CII or LIBF).