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Financial Planning Administrator/Paraplanner
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Blakemore Recruitment
Financial Planning Administrator/Paraplanner

Financial Planning Administrator/Paraplanner

London Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support Financial Planners with admin tasks and client record management.
  • Company: Join a leading investment management firm with a global presence and innovative services.
  • Benefits: Enjoy a dynamic work environment with opportunities for growth and development.
  • Why this job: Be part of a collaborative team focused on exceeding client expectations and making an impact.
  • Qualifications: Strong academic background; relevant qualifications are a plus but not essential.
  • Other info: Ideal for those looking to kickstart their career in finance with hands-on experience.

The predicted salary is between 36000 - 60000 £ per year.

We are currently recruiting for a leading independent provider of investment management, accountancy, tax, corporate and financial advisory services to private clients, corporates, professional practices, and non-profit organisations. With 13 offices in the UK and Ireland, 1,600 people and an international capability in over 100 countries, our aim is to provide an innovative global service.

Job description

Purpose of role:

To provide administrative and planning support to nominated Financial Planners, Associate Directors and Partners. This is a non-advisory role.

Key responsibilities:

Accurate Record Keeping

  • Obtaining and ensuring that the written “know your client” information is on file
  • Logging “know your client” information onto Adviser Office (AO) and storing it on permanent file
  • Keeping AO updated when new policies, unit statements and valuations are received
  • Ensuring that all client records/files are in keeping with the companies standards and information is updated in a timely fashion

    • Client administration

  • Completion of money laundering forms
  • Setting up new client records on AO
  • Ensuring that cheques are passed onto insurers and acknowledged on the day of receipt
  • Completing New Business Checklist to ensure transaction is fully compliant
  • Preparing files for technical unit and or para-planner team
  • Liaising and working with the technical unit / para-planner team
  • Liaising with clients and other firms to ensure paperwork and technical information is obtained within agreed timeframes

    • Research and reporting

  • Researching product markets in connection with client specific requirements
  • Obtaining illustrations from insurers along with technical information, performance enquiries and general provider information
  • Analysing raw data to assist Advisers in making client recommendations

    • Client liaison

  • Answering client admin queries on the telephone, via email and in writing
  • Responding to client correspondence in a timely and professional manner
  • Making accurate notes to record telephone conversations
  • Attending meetings with clients as required

    • Handling retirements (if appropriate)

  • Research the market to obtain the best rates if an annuity is selected
  • Research fund performance/ charges if other retirement vehicle is selected

    • Billing

  • Assist in the preparation of fee notes

    • Key Competencies:

  • Customer Focus: an understanding that the client comes first and client expectations must always be exceeded in order to maintain a good relationship
  • Communication skills: will need to be able to deal with people at all levels (internally and externally including clients) and be able to put ideas over clearly and professionally. Good grammar and spelling in order to produce concise, well-structured documents, taking into account the requirements of the reader
  • Planning and Organising: the jobholder must be organised and able to assist, where required, with the implementation of procedures within the team to help streamline the administration
  • Judgment: the jobholder should seek to use his/her judgment at all times as to whether a task falls within their scope of responsibility and if not, whose responsibility it is
  • Teamwork: the jobholder must work as part of a team, support, share and cascade relevant information

    • Candidate Profile

    Education/Qualifications:

  • Strong academic history
  • Relevant professional qualifications an advantage, although not essential

    • Key Experience/Skills:

  • Excellent time management and organisational skills
  • Excellent communication skills, both written and oral
  • Ability to work well in a pressurised environment with the ability to prioritise
  • Working knowledge of Microsoft Office packages
  • Strong literacy and numeracy skills

    • Financial Planning Administrator/Paraplanner employer: Blakemore Recruitment

    As a leading independent provider of investment management and financial advisory services, our company offers a dynamic work environment in London that fosters innovation and collaboration. We prioritise employee growth through continuous training and development opportunities, ensuring that our team members are equipped to excel in their roles. With a strong commitment to client satisfaction and a supportive culture, we provide a rewarding workplace where your contributions truly matter.
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    Contact Detail:

    Blakemore Recruitment Recruiting Team

    View Blakemore Recruitment Profile

    StudySmarter Expert Advice 🤫

    We think this is how you could land Financial Planning Administrator/Paraplanner

    ✨Tip Number 1

    Familiarise yourself with the key responsibilities of the Financial Planning Administrator role. Understanding the specific tasks, such as record keeping and client administration, will help you demonstrate your knowledge during interviews.

    ✨Tip Number 2

    Network with professionals in the financial planning industry. Attend relevant events or join online forums to connect with individuals who can provide insights into the role and potentially refer you to opportunities at companies like ours.

    ✨Tip Number 3

    Brush up on your Microsoft Office skills, particularly Excel and Word, as these are essential for managing data and producing documents. Consider taking a short course if you feel you need to improve your proficiency.

    ✨Tip Number 4

    Prepare for potential interview questions by practising how you would handle client queries and administrative tasks. Being able to articulate your thought process and problem-solving skills will set you apart from other candidates.

    We think you need these skills to ace Financial Planning Administrator/Paraplanner

    Excellent Time Management
    Organisational Skills
    Strong Communication Skills
    Written and Oral Communication
    Client Administration
    Record Keeping
    Knowledge of Financial Products
    Data Analysis
    Attention to Detail
    Teamwork
    Judgment and Decision-Making
    Research Skills
    Proficiency in Microsoft Office
    Ability to Work Under Pressure
    Customer Focus

    Some tips for your application 🫡

    Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of a Financial Planning Administrator/Paraplanner. Emphasise your organisational skills, attention to detail, and any experience in client administration.

    Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific examples of how your skills and experiences make you a great fit for the position, particularly in areas like client communication and record-keeping.

    Highlight Relevant Qualifications: If you have any professional qualifications or relevant coursework, be sure to mention them in your application. Even if they are not essential, they can set you apart from other candidates.

    Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. Clear and concise writing is crucial, especially in a role that requires good communication skills.

    How to prepare for a job interview at Blakemore Recruitment

    ✨Know the Company

    Before your interview, take some time to research the company. Understand their services, values, and recent developments. This will not only help you answer questions more effectively but also show your genuine interest in the role.

    ✨Demonstrate Your Organisational Skills

    As a Financial Planning Administrator/Paraplanner, strong organisational skills are crucial. Be prepared to discuss specific examples of how you've managed multiple tasks or projects in the past, highlighting your ability to prioritise and stay organised under pressure.

    ✨Prepare for Client Interaction Scenarios

    Since the role involves liaising with clients, think about potential scenarios you might face. Prepare to discuss how you would handle client queries or manage expectations, showcasing your communication skills and customer focus.

    ✨Showcase Your Teamwork Abilities

    This position requires working closely with financial planners and other team members. Be ready to share examples of how you've successfully collaborated in a team environment, emphasising your ability to support and share information effectively.

    Financial Planning Administrator/Paraplanner
    Blakemore Recruitment
    Location: London
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