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Poole

    Senior Administrator/Trainee Paraplanner - Poole, United Kingdom - Blakemore Recruitment

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    Description

    We are seeking a candidate for a role in a financial planning practice in Poole. They are looking to fill a Senior Administrator/Trainee Paraplanner position.



    Requirements:
    - Working towards relevant financial planning qualification
    - Understanding of financial planning processes
    - Ability to work within defined business processes
    - Report writing ability and experience
    - Capacity to achieve outcomes without supervision
    - Strong customer communication skills
    - Broad financial services experience, preferably with an IFA
    - IT proficiency
    - Flexibility and perseverance
    - Knowledge of general compliance and FCA requirements

    Role details:
    - Preparing and managing client files
    - Conducting research for client meetings, including:
    • Drafting meeting checklist summaries
    • Collating meeting packs with necessary documents
    • Updating valuation schedules
    • Producing performance graphs and Fund Fact Sheets
    • Updating client Income in Retirement Timelines
    - Discussing client objectives with Practice Principle
    - Ensuring all compliance and product paperwork is complete
    - Compiling financial planning options
    - Presenting completed files to Practice Principle
    - Post-meeting debriefs and note-taking
    - Providing post-meeting summaries to clients
    - Maintaining accurate task workflows

    Preparing & Implementing recommendations:
    - Identifying planning areas
    - Researching suitable solutions
    - Preparing information/comparisons
    - Liaising with client's legal and tax advisers
    - Implementing client investment changes
    - Preparing suitability letters for various transactions
    - Completing application forms and proposals
    - Ensuring compliance paperwork is complete
    - Submitting files for compliance checks
    - Sending paperwork to providers for prompt implementation
    - Acting as main technical point of contact for clients and handling queries effectively
    - Building strong client relationships
    - Organizing planning meetings with clients
    - Reviewing investment portfolios, asset allocation, risk profiles, etc.

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