Financial Planning Administrator/Paraplanner

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Client:

Blakemore Recruitment

Location:

London, United Kingdom

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

258b8537f7dc

Job Views:

3

Posted:

15.05.2025

Expiry Date:

29.06.2025

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Job Description:

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 organizations. 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.

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 a 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 company\’s 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 transactions are 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 are 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 inquiries, and general provider information.
• Analyzing raw data to assist Advisers in making client recommendations.
• 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 another retirement vehicle is selected.
• Assist in the preparation of fee notes.
• Customer Focus: understanding that the client comes first and client expectations must always be exceeded to maintain a good relationship.
• Communication skills: ability to deal with people at all levels (internally and externally including clients) and to communicate ideas clearly and professionally. Good grammar and spelling are essential for producing concise, well-structured documents, considering the reader\’s requirements.
• Planning and Organising: must be organized and able to assist with the implementation of procedures within the team to streamline administration.
• Judgment: should use judgment at all times to determine whether a task falls within their scope of responsibility and if not, whose responsibility it is.
• Teamwork: must work as part of a team, supporting, sharing, and cascading relevant information.

Candidate Profile

Education/Qualifications:

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

Key Experience/Skills:

• Excellent time management and organizational skills.
• Excellent communication skills, both written and oral.
• Ability to work well under pressure with the ability to prioritize.
• Working knowledge of Microsoft Office packages.

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