IFA Administrator

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

We are currently recruiting for a boutique Wealth Management firm in Folkestone who are looking to recruit a Financial Planning Administrator

Job Overview

To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice. Primarily prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline as quickly as possible. The opportunity for progression into a Paraplanner or Senior Administrator role in the future.

Responsibilities and Duties

• Presale administration completed, adding clients’ information to intelligent office database, Creating and updating Wealth Report
• Prepare and gather information LOAs and Policy information checklists
• Meeting prep undertaken and presented to adviser ready for client meetings.
• Basic report writing, to include Fund Switches, Reviews, New money etc
• Basic research undertaken, using FE, Defaqto, Cashcalc, etc
• New Business and Review Case administration, submission of applications to providers, online and complete manual application forms, ensure case is in force as soon as possible.
• Prepare and maintain client files, including meeting compliance standards
• Assist specialist paraplanner with investment strategy administration where required.
• Assist with general administration duties when colleagues are absent.

Qualifications Essential :

Minimum of 12 months - 2 years’ experience in a Financial Planning Advisers environment

GCSE English & Math’s (C or above)

Understand the financial planning process

Excellent written and communication skills

Analytical and ability to interpret data

Meticulous attention to detail

Happy to work independently and as part of a team

Ability to prioritise and plan own workload Desired :

Desire to progress to Paraplanner or Senior Administrator role in future

Working towards Industry recognised exams, Level 4 (CII or LIBF)