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Financial Planning Administrator/Paraplanner
2 months ago
We are seeking a highly skilled and experienced Financial Planning Administrator/Paraplanner to join our team at Blakemore Recruitment. As a key member of our team, you will be responsible for providing high-quality financial planning support to our Financial Advisers, ensuring that all client files and company records are compliant with FCA regulations.
Key Responsibilities:
- To provide administrative support to Financial Advisers, including collating and managing information and facts for client meetings, processing applications and servicing matters, and communicating with providers, clients, and professional parties.
- To process post-sale requirements, working to and ensuring deadlines are met for both individual and corporate clients.
- To use a networked Iress Adviser Office recording and reporting system, Microsoft Word, Excel, and Outlook, as well as the Internet, including numerous provider sites.
- To assist in ensuring that all client files and company records are compliant with FCA regulations, and to keep abreast of and adhere to the rules within the compliance manual.
- To continually conduct oneself within the 6 core principles of the FCA's TCF and CII's Code of Ethics.
- To keep up to date with legislation, taxation, and trusts, regulation, technical, product, and provider changes.
- To have a thorough knowledge of all product types that the company generally deals with, in its fully independent status.
- To compile recommendation/suitability letters, building from basic templates from our 3rd-party compliance assistance company, together with provider information, company policy requirements, client soft facts, and specific adviser instructions.
- To conduct holistic para-planning research, working with the advisers on investments, pensions, protection, and mortgages, having first discussed and detailed as necessary the fact-finding information, considering the remuneration method options available to the clients.
- To research portfolios and funds, keeping abreast of market movements, trends, etc.
- To be present and provide input at client meetings when required.
- To assist team members with technical support.
Requirements:
- At least 4 GCSEs, including English and Maths, at grade C or above (or equivalent).
- At least partial completion of the CII level 4 Diploma modules.
- Ideal experience of at least 2 years in IFA support, including the use of a back-office system such as Iress or Intelliflo.
- A high level of written and oral communication skills.
- The ability to prioritize workload.
- Ideal experience of at least 2 years of suitability letter writing.
- A strong element of working on your own, relying on initiative gained from your experience within the industry.
