IFA ADMINISTRATOR / PARAPLANNER

Clark James Recruitment; Chatham; On-site; GBP 30,000 - 42,000; Full time

Benefits offered by this job

Competitive salary based on experience

Company pension

Employee discount

Financial planning services

Life insurance

Exams support and development

Flexible working arrangements

Career progression opportunities

Job summary

Clark James Recruitment is working with a professional IFA business in Maidstone seeking an IFA Administrator/Paraplanner. This role supports Financial Advisors with research, report preparation and client records.

You will build cash flow models, draft suitability reports, liaise with clients, and ensure compliance with FCA guidelines. Level 4 Diploma (or working towards) and prior IFA experience are preferred; flexible working and development support are offered.

Qualifications

• Level 4 Diploma (or working towards)
• Experience as IFA Administrator, Paraplanner, or similar in financial services
• Strong understanding of financial products and planning tools
• FCA regulations familiarity and compliance awareness
• Excellent written and verbal communication, ability to distil complex info

Responsibilities

• Client Research: analyze financial products, markets and client portfolios to support IFAs in recommendations.
• Report Preparation: produce compliant suitability reports outlining tailored financial solutions.
• Client Liaison: gather client information and manage ongoing relationships.
• Financial Planning: assist in cash flow models, investment strategies and retirement plans.
• Compliance: ensure recommendations and documentation comply with FCA guidelines.
• Administration Support: help process paperwork and client records.
• Review Meetings: prepare for client reviews with updated reports.
• Ongoing Development: stay updated on market changes and regulatory updates.

Skills

Research and analysis

Report preparation

Client liaison

Cash flow modelling

Compliance with FCA

Communication

Attention to detail

Education

Level 4 Diploma

Tools

Cash flow modelling software

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.