At a Glance
- Tasks: Support financial planning by preparing documents and liaising with teams.
- Company: Join a supportive firm that values training and development.
- Benefits: Flexible working hours and office closure over Christmas holidays.
- Other info: Ideal for those pursuing Level 4 Diploma in Financial Planning.
- Why this job: Make a real difference in clients' financial journeys while growing your skills.
- Qualifications: Strong communication, organisational skills, and basic IT proficiency required.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
The role
Reporting to the Paraplanner Manager, you will work closely with administrators, paraplanners, financial advisers and the compliance department to deliver a high quality financial planning service to clients.
You will strive to deliver good outcomes to clients by providing key information to the paraplanners and advisers.
This predominantly covers annual review meeting preparation, preparing information and documents for paraplanners to produce suitability letters, and liaising with our centralised admin team for new business and policy servicing processing.
You should possess the following skills and attributes:
- Good written and verbal communication skills.
- Good interpersonal skills, team player, supportive of others and promoting a positive working environment and culture.
- Good organisational abilities.
- Good attention to detail.
- Good experience in navigating and utilising tools/reporting on common platform providers
- Basic IT skills (Microsoft Word, Excel, SharePoint, Teams etc).
- Commitment to maintaining the highest ethical standards.
- Commitment to continued professional development.
- To excel in this role, you should ideally be working towards achieving the Level 4 Diploma in Financial Planning.
This is an excellent opportunity to join a firm where they believe in training and development is part and parcel of the role. They also offer flexible working and the offices are closed over the Christmas holidays.
Paraplanning Support Administrator in London employer: Blakemore Recruitment
Join a dynamic and supportive wealth management firm in Leigh-on-Sea, Essex, where your ambition and client-focused approach will be valued. With a hybrid working model, comprehensive benefits, and uncapped bonus potential, this role offers not just a job but a pathway for professional growth and meaningful client relationships. Experience a collaborative work culture that prioritises employee development and rewards excellence in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanning Support Administrator in London
✨Tip Number 1
Network like a pro! Reach out to current employees on LinkedIn or attend industry events. We can’t stress enough how personal connections can give you the inside scoop on job openings and company culture.
✨Tip Number 2
Prepare for interviews by practising common questions related to paraplanning. We recommend role-playing with a friend or using online resources to get comfortable discussing your skills and experiences.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple tasks or projects. We want to see how you can juggle responsibilities just like you would in the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Paraplanning Support Administrator in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight how your skills match the role. We want to see how you can contribute to our team, so don’t be shy about showcasing your relevant experience!
Show Off Your Communication Skills:Since good written communication is key for this role, ensure your application is clear and concise. Use proper grammar and structure to demonstrate your attention to detail – it’s a big plus for us!
Highlight Team Spirit:We love a team player! Share examples of how you've supported others in previous roles or projects. This will show us that you’re not just about individual success but also about fostering a positive working environment.
Apply Through Our Website:For the best chance of getting noticed, make sure to apply directly through our website. It’s the easiest way for us to keep track of your application and ensures you’re considered for the role!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you understand the basics of financial planning and the role of a Paraplanning Support Administrator. Brush up on your knowledge about annual review meetings, suitability letters, and the tools commonly used in the industry. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Show Off Your Communication Skills
Since good written and verbal communication is key for this position, prepare to demonstrate these skills during the interview. Practice explaining complex concepts in simple terms, and be ready to discuss how you've effectively communicated with team members or clients in the past.
✨Highlight Your Organisational Skills
This role requires strong organisational abilities, so come prepared with examples of how you've managed multiple tasks or projects simultaneously. Discuss any tools or methods you use to stay organised, and be ready to explain how you ensure attention to detail in your work.
✨Emphasise Teamwork and Support
As a Paraplanning Support Administrator, you'll be working closely with others. Share examples of how you've been a supportive team player in previous roles. Talk about how you promote a positive working environment and how you handle challenges within a team setting.
