Wealth Planning Administrator - Path to Paraplanner

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

Job summary

A boutique Wealth Management firm in Folkestone is looking for a Financial Planning Administrator to provide essential support to advisers and paraplanners. Responsibilities include managing pre-sale and post-sale administration, preparing for client meetings, and maintaining compliance standards. Candidates should have 1 to 2 years of experience in a financial planning environment, possess GCSEs in English and Maths, and demonstrate strong analytical skills. This role offers a chance for future progression into a Paraplanner or Senior Administrator position.

Qualifications

• Minimum of 12 months to 2 years’ experience in a Financial Planning Advisers environment.
• Understanding of the financial planning process.
• Desire to progress to Paraplanner or Senior Administrator role in future.

Responsibilities

• Complete presale administration and update the intelligent office database.
• Prepare information for LOAs and policy checklists.
• Conduct meeting preparation for adviser.
• Write basic reports and conduct basic research.
• Administer new business and review cases.
• Maintain client files and assist paraplanner with investment strategies.
• Support general administration duties in colleagues' absence.

Skills

Excellent written and communication skills

Analytical ability to interpret data

Meticulous attention to detail

Ability to prioritize and plan own workload

Education

GCSE English & Maths (C or above)

Job description

A boutique Wealth Management firm in Folkestone is looking for a Financial Planning Administrator to provide essential support to advisers and paraplanners. Responsibilities include managing pre-sale and post-sale administration, preparing for client meetings, and maintaining compliance standards. Candidates should have 1 to 2 years of experience in a financial planning environment, possess GCSEs in English and Maths, and demonstrate strong analytical skills. This role offers a chance for future progression into a Paraplanner or Senior Administrator position.