IFA Administrator/Trainee Paraplanner

TN United Kingdom; Greater London; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a motivated IFA Administrator/Trainee Paraplanner to join their team in Harrow. This role combines administration and paraplanning, requiring strong analytical skills and attention to detail. The ideal candidate will have a minimum of two years' experience in financial planning services and will thrive in a structured environment. This is an excellent opportunity to grow your career with a progressive employer that values development and offers a supportive work culture. If you are organized, disciplined, and eager to contribute to client success, this position is perfect for you.

Qualifications

• Minimum of two years in financial planning services administration.
• Experience with IHT and compliance documentation.

Responsibilities

• Handle client queries with clear communication.
• Organize client information and ensure compliance documentation is complete.
• Collaborate with Financial Adviser for client objectives.

Skills

Analytical Skills

Attention to Detail

Communication Skills

Organizational Skills

Data Analysis

Ability to Work Under Pressure

Education

Experience in Financial Planning Services Administration

Job description

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IFA Administrator/Trainee Paraplanner, Harrow

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Client:

Blakemore Recruitment

Location:

Harrow, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

ddc7d57c0630

Job Views:

24

Posted:

08.05.2025

Expiry Date:

22.06.2025

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Job Description:

We are recruiting for a well-regarded financial planner in Harrow who is looking for an experienced IFA Sales support administrator to join. The role combines administration and paraplanning, requiring a high level of analytical skills. Experience required:

• A minimum of two years working in a financial planning services administration role.
• IHT Experience
• Excellent attention to detail
• Good communication and people skills
• Ability to work under pressure and with minimal supervision
• Ability to analyze data
• Highly organized, methodical, and disciplined with a good eye for detail
• Ability to work within defined business processes

This is an excellent opportunity to develop your career with a progressive employer who values career progression.

Core Duties and Responsibilities:

• Deal effectively with queries from clients and other parties through clear communication.
• Record all client communications, whether written, oral, or electronic, in line with company policy, ensuring clarity and accuracy.
• Collect and organize client information and data, adhering to 'know your client' principles and ensuring all compliance documentation is complete.
• Collaborate with the Financial Adviser to discuss client objectives and gather necessary information to prepare financial reports.
• Liaise with product providers and third parties to gather additional information needed for client needs assessment and recommendations.
• Assist in identifying planning opportunities and sourcing suitable solutions, including preparing tax calculations if needed.
• Obtain quotes, illustrations, and product details, and prepare comparisons for analysis.
• Draft suitability letters and reports for approval, preparing documentation for client review and signatures.