Client:

Blakemore Recruitment

Location:

London, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

Job Reference:

ca2b2c726605

Job Views:

119

Posted:

22.06.2025

Expiry Date:

06.08.2025

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:

• Hold certificate in or working towards relevant financial planning qualification
• A good understanding of the financial planning processes
• Able to work within defined business processes
• Strong report writing ability and experience
• Ability to achieve agreed outcomes without supervision
• Ability to carry out needs analysis and make recommendations to Adviser
• Good all round financial services experience - ideally gained with an IFA
• 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 the Practice Principle
• Discuss client objectives with Practice Principle
• Provision of technical expertise
• 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

Preparing recommendations, to:

• 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)
• Consider current and future allocation of assets for investment strategy with regard to client risk profile

Implementing recommendations:

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

Review:

• 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
• Send planning figures to client for update and revision in preparation for next meeting
• 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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Created on 22/06/2025 by TN United Kingdom