Senior Administrator/Trainee Paraplanner
other jobs Blakemore Recruitment
Added before 69 Days
- England,South West,Dorset
- full-time
- £32,000 per annum
Job Description:
We are currently recruiting for a boutique financial planning practice in Poole who are looking to recruit a Senior Administrator/Trainee Paraplanner.
The ideal candidate will have:
* Working towards relevant financial planning qualification
* A good understanding of the financial planning processes
* Able to work within defined business processes
* Some report writing ability and experience
* Ability to achieve agreed outcomes without supervision
* Confident customer communications
* 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 client meetings, including:
- drafting meeting checklist summary
- collating meeting packs, including disclosure docs and applications
- updating valuation schedules
- producing appropriate performance graphs (Financial Analytics)
- producing associated Fund Fact Sheets
- updating client Income in Retirement Timelines using CashCalc
* Discuss client objectives with Practice Principle
* 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
Briefing
- attend post meeting debriefs, taking detailed & salient notes
- update feedback to IO system
- replay notes onto letter / email post meeting summary to client(s)
- set and maintain accurate task/ workflows
Preparing & Implementing recommendations:
* 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)
* Make changes to clients’ investments as instructed & Prepare suitability letters for:- fund switches, Bed& ISA’s, withdrawals, investment top ups
* Complete application forms and proposals
* Ensure all compliance paperwork is in order
* Submit file for compliance checking and address any issues raised
* Submit paperwork to provider(s) to ensure agreed investment strategy is implemented promptly and correctly
Service
* 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
The ideal candidate will have:
* Working towards relevant financial planning qualification
* A good understanding of the financial planning processes
* Able to work within defined business processes
* Some report writing ability and experience
* Ability to achieve agreed outcomes without supervision
* Confident customer communications
* 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 client meetings, including:
- drafting meeting checklist summary
- collating meeting packs, including disclosure docs and applications
- updating valuation schedules
- producing appropriate performance graphs (Financial Analytics)
- producing associated Fund Fact Sheets
- updating client Income in Retirement Timelines using CashCalc
* Discuss client objectives with Practice Principle
* 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
Briefing
- attend post meeting debriefs, taking detailed & salient notes
- update feedback to IO system
- replay notes onto letter / email post meeting summary to client(s)
- set and maintain accurate task/ workflows
Preparing & Implementing recommendations:
* 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)
* Make changes to clients’ investments as instructed & Prepare suitability letters for:- fund switches, Bed& ISA’s, withdrawals, investment top ups
* Complete application forms and proposals
* Ensure all compliance paperwork is in order
* Submit file for compliance checking and address any issues raised
* Submit paperwork to provider(s) to ensure agreed investment strategy is implemented promptly and correctly
Service
* 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
Job number 1442910
metapel
Company Details:
Blakemore Recruitment
Company size: 5–9 employees
Industry: Financial Services
The founding Partners of Blakemore Recruitment have an extensive background specifically within Financial Services Recruitment and have worked both in...