Financial Planning Assistant

10 hours ago

Welwyn Garden City, Hertfordshire, United Kingdom Blakemore Recruitment Full time

{"h1": "Paraplanning Support Administrator Role", "p": "We are seeking a skilled Paraplanning Support Administrator to join our team at Blakemore Recruitment. As a key member of our financial planning team, you will play a vital role in delivering a high-quality financial planning service to our clients.

Your primary responsibilities will include preparing information and documents for paraplanners to produce suitability letters, liaising with our centralised admin team for new business and policy servicing processing, and providing key information to paraplanners and advisers to ensure good outcomes for clients.

To excel in this role, you will possess excellent written and verbal communication skills, good interpersonal skills, and the ability to work effectively in a team. You will also have good organisational abilities, attention to detail, and basic IT skills.

In addition, you will be committed to maintaining the highest ethical standards and continuing your professional development. Ideally, you will be working towards achieving the Level 4 Diploma in Financial Planning.

This is an excellent opportunity to join a firm that values training and development, offers flexible working, and provides a positive working environment and culture.

If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting role.

Key Responsibilities:

* Prepare information and documents for paraplanners to produce suitability letters
* Liaise with our centralised admin team for new business and policy servicing processing
* Provide key information to paraplanners and advisers to ensure good outcomes for clients

Requirements:

* Excellent written and verbal communication skills
* Good interpersonal skills and ability to work effectively in a team
* Good organisational abilities and attention to detail
* Basic IT skills
* Commitment to maintaining the highest ethical standards and continuing professional development

Ideal Candidate:

* Working towards achieving the Level 4 Diploma in Financial Planning

What We Offer:

* Flexible working
* Positive working environment and culture
* Opportunities for training 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 role.

Apply now to take the first step in your career as a Paraplanning Support Administrator at Blakemore Recruitment.

Contact us at [insert contact information] for more information or to submit your application.

We look forward to hearing from you

Best regards,
[Your Name]"}

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