Paraplanner/ Senior Administrator - London

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Client:

Blakemore Recruitment

Location:

Greater London, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

ca2b2c726605

Job Views:

90

Posted:

03.03.2025

Job Description:

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:

1. Hold certificate in or working towards relevant financial planning qualification
2. A good understanding of the financial planning processes
3. Able to work within defined business processes
4. Strong report writing ability and experience
5. Ability to achieve agreed outcomes without supervision
6. Ability to carry out needs analysis and make recommendations to Adviser
7. Good all-round financial services experience – ideally gained with an IFA
8. Flexibility and tenacity
9. Understanding of general compliance and FCA requirements

The role offers excellent scope and shall include:

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

Preparing recommendations, to:

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

Implementing recommendations:

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

Review:

1. Act as main technical point of contact and deal effectively with queries from clients and other parties through effective communication
2. Establish and build strong relationships with clients
3. Organise future planning meetings with client
4. Send planning figures to client for update and revision in preparation for next meeting
5. 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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