Paraplanner/ Senior Administrator

4 weeks ago

London, United Kingdom Blakemore Recruitment Full time

Role - Paraplanner/ Senior Administrator

Salary - £45,000

Location - London

This is a brilliant opportunity for a technical and professional individual to take on a new role within a well established Financial Planning firm.

The ideal candidate will have:

 Hold certificate in or working towards relevant financial planning qualification  A good understanding of the financial planning processes  Able to work within defined business processes  Strong report writing ability and experience  Ability to achieve agreed outcomes without supervision  Confident customer facing manner  Ability to carry out needs analysis and make recommendations to Adviser  Good all round financial services experience - ideally gained with an IFA  IT aptitude  Flexibility and tenacity  Understanding of general compliance and FCA requirements

The role offers excellent scope and shall include:

Preparing and maintaining client files. You will carry out research for the Practice Principle client meetings, including:  Discuss client objectives with Practice Principle  Provision of technical expertise  Ensuring all compliance, risk profile and product provider paperwork is present  Identify and obtain the information necessary to compile financial planning options  Present completed file to Practice Principle

Preparing recommendations, to:

 Identify areas for planning  Undertake research to identify suitable solutions to meet the clients needs  Prepare information/comparisons for analysis  Liaise with client’s legal and tax advisers (if applicable)  Consider current and future allocation of assets for investment strategy with regard to client risk profile

Implementing recommendations:

Prepare suitability letters in accordance with the agreed recommendations  Complete application forms and proposals  Ensure all compliance paperwork is in order  Submit file for compliance checking and address any issues raised  Make changes to clients’ investments as instructed  Submit paperwork to provider(s) to ensure agreed investment strategy is implemented promptly and correctly

Review:

 Act as main technical point of contact and deal effectively with queries from clients and other parties through effective communication  Establish and build strong relationships with clients Organise future planning meetings with client  Review investment portfolio, asset allocation, risk profile etc  Send planning figures to client for update and revision in preparation for next meeting  Prepare post review summary letters for issue to clients

Some excellent benefits on offer - This is an excellent opportunity to develop your career with a proactive employer.

Please apply or get in touch for more information.

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