Financial Planning Coordinator

2 weeks ago


North Leigh, Oxfordshire, United Kingdom Blakemore Recruitment Full time

Company Overview

We are Blakemore Recruitment, a boutique recruitment agency based in the UK.

We specialise in placing top talent within the Financial Services sector.

This role is for a Financial Planning Administrator to support our clients in North Leigh.

About the Role

The ideal candidate will have a minimum of 12 months - 2 years' experience in a Financial Planning Advisers environment and hold GCSE English & Math's (C or above).

You will be responsible for presale administration, creating and updating Wealth Reports, gathering information for LOAs and Policy information checklists, and meeting prep undertaken and presented to adviser ready for client meetings.

Key Responsibilities

  • Preset administration completed, adding clients' information to intelligent office database
  • Create and update Wealth Report
  • Prepare and gather information LOAs and Policy information checklists
  • Meeting prep undertaken and presented to adviser ready for client meetings
  • Basic report writing, to include Fund Switches, Reviews, New money etc
  • Basic research undertaken, using FE, Defaqto, Cashcalc, etc
  • New Business and Review Case administration, submission of applications to providers, online and complete manual application forms, ensure case is in force as soon as possible
  • Prepare and maintain client files, including meeting compliance standards
  • Assist specialist paraplanner with investment strategy administration where required
  • Assist with general administration duties when colleagues are absent

Essential Qualifications

  • Minimum of 12 months - 2 years' experience in a Financial Planning Advisers environment
  • GCSE English & Math's (C or above)
  • Understand the financial planning process
  • Excellent written and communication skills
  • Analytical and ability to interpret data
  • Meticulous attention to detail
  • Happy to work independently and as part of a team

Salary Information

The estimated salary for this role is £25,000 - £30,000 per annum.

Benefits

  • Opportunity for progression into a Paraplanner or Senior Administrator role in the future
  • Working towards Industry recognised exams, Level 4 (CII or LIBF)


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