IFA ADMINISTRATOR / PARAPLANNER

Clark James Recruitment; Chatham; On-site; GBP 24,000 - 32,000; Full time

Benefits offered by this job

Competitive salary

Company pension

Employee discount

Financial planning services

Life insurance

Exam support

Flexible working

Career progression

Job summary

Clark James Recruitment is assisting a professional IFA business in Maidstone to recruit an IFA Administrator/Paraplanner. The role supports Financial Advisors with research, report preparation and client liaison, ensuring tailored advice aligns with objectives and FCA guidelines.

You will contribute to cash flow modelling, retirement planning and ongoing client relationships, with opportunities for development within a growing firm.

Qualifications

• Level 4 Diploma or working towards Level 4 Diploma.
• Experience as an IFA Administrator, Paraplanner, or similar in financial services.
• Strong knowledge of pensions, investments, and protection products and planning tools.
• FCA regulations familiarity and compliance requirements.
• Clear written and spoken communication; ability to simplify complex information.
• High attention to detail and strong analytical skills.

Responsibilities

• Conduct client research on financial products, markets and portfolios.
• Prepare detailed, compliant suitability reports based on recommendations.
• Assist in gathering client information and communicating on behalf of the IFA.
• Support cash flow modelling, investment planning and retirement strategies.
• Ensure documentation meets FCA and company standards.

Skills

Client liaison

Report writing

Research

Financial products

Education

Level 4 Diploma

Tools

Cash flow modelling

Job description

Maidstone

Clark James Recruitment are working with a professional and highly regarded IFA business.

Job Title

IFA ADMINISTRATOR / PARAPLANNER

Location: Maidstone

Clark James Recruitment are working with a professional and highly regarded IFA business.

Due to expansion, our client has a vacancy for an experienced IFA Administrator to join their dynamic team.

The successful candidate will play a crucial role in supporting Financial Advisors by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice.

Role

• Client Research: Conduct thorough research and analysis on financial products, market trends, and client portfolios to support IFAs in making informed recommendations.


• Report Preparation: Produce detailed and compliant suitability reports based on the IFA's recommendations, outlining tailored financial solutions for clients.


• Client Liaison: Assist in gathering client information, communicating with clients on behalf of the IFA, and managing ongoing relationships where necessary.


• Financial Planning: Help construct cash flow models, investment strategies, and retirement plans in line with clients' objectives and risk profiles.


• Compliance: Ensure all recommendations and client documentation are compliant with current regulations and company standards, adhering to FCA guidelines.


• Administration Support: Collaborate with the administration team to manage the timely and accurate submission of paperwork, policy documents, and client records.


• Review Meetings: Assist in preparing for client review meetings by updating reports, performance summaries, and product recommendations.


• Ongoing Development: Stay updated on market changes, product developments, and regulatory updates to ensure advice remains relevant and compliant.

Candidate

• Qualifications: Level 4 Diploma qualified (or working towards Level 4 Diploma).


• Experience: Previous experience as an IFA Administrator or Paraplanner or administrator in a similar financial services role, ideally within an IFA environment.


• Technical Skills: Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software.


• Regulatory Knowledge: Familiarity with FCA regulations and the compliance requirements for financial planning.


• Communication: Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language.


• Attention to Detail: High level of accuracy and strong analytical skills to ensure high-quality reporting and research.

Package

• Competitive salary based on experience.


• Company Pension.


• Employee discount.


• Financial planning services.


• Life insurance.


• Support with continued professional development (including exam support).


• Flexible working arrangements.


• Opportunity for career progression within a growing IFA firm.