Financial Planning Administrator: Path to Paraplanner

Blakemore Recruitment; Maidstone; On-site; GBP 25,000 - 35,000; Full time

Job summary

A boutique Wealth Management firm in Maidstone is seeking a Financial Planning Administrator to provide support to advisers and ensure high-quality financial advice for clients. Responsibilities include managing pre-sale and post-sale administration, preparing for meetings, and maintaining client files. The ideal candidate has 1-2 years of experience in a financial planning environment, excellent communication skills, and a keen attention to detail. Opportunities for progression to Paraplanner or Senior Administrator roles are available.

Qualifications

• Minimum of 12 months - 2 years’ experience in a Financial Planning Advisers environment.
• Understand the financial planning process.
• Ability to interpret data.

Responsibilities

• Provide financial planning support to advisers and paraplanners.
• Prepare for client meetings and manage pre-sale/post-sale administration.
• Assist with general administration duties.

Skills

Excellent written and communication skills

Analytical skills

Attention to detail

Ability to work independently

Teamwork

Education

GCSE English & Maths (C or above)

Job description

A boutique Wealth Management firm in Maidstone is seeking a Financial Planning Administrator to provide support to advisers and ensure high-quality financial advice for clients. Responsibilities include managing pre-sale and post-sale administration, preparing for meetings, and maintaining client files. The ideal candidate has 1-2 years of experience in a financial planning environment, excellent communication skills, and a keen attention to detail. Opportunities for progression to Paraplanner or Senior Administrator roles are available.