IFA Administrator/Trainee Paraplanner

Blakemore Recruitment; London Borough of Harrow; On-site; GBP 30,000 - 40,000; Full time

Job summary

A well-regarded financial planner in Harrow is seeking an IFA Administrator/Trainee Paraplanner. The role involves administration and paraplanning skills, requiring high analytical skills. This opportunity offers career progression with a supportive employer and various client-focused responsibilities.

Qualifications

• A minimum of two years of experience in financial planning services administration.
• Experience with IHT.
• Excellent attention to detail and communication skills.

Responsibilities

• Deal effectively with queries from clients through communication.
• Record client communications and ensure compliance documentation is correct.
• Assist in preparing suitability letters and reports for Financial Adviser.

Skills

Analytical skills

Attention to detail

Communication

Ability to work under pressure

Organization

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:

59

Posted:

24.06.2025

Expiry Date:

08.08.2025

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Job Description:

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

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

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

Core Duties and Responsibilities:

• Deal effectively with queries from clients and other parties through effective communication.
• Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client’s file in line with company policy in clear and intelligible English.
• Collect and collate information and data about (and from) the client in accordance with the principles of ‘know your client’ and company policy and ensure all the required compliance documentation is present and correct.
• Working with the Financial Adviser you will discuss the client’s objectives, identifying and obtaining the information necessary to compile the financial report.
• Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client’s needs and to formulate recommendations.
• Assist in identifying areas for planning and sourcing solutions suitable to meet the client’s needs and objectives. This will include assisting in the preparation of tax calculations where necessary.
• Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
• Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the precompletion of documentation ready for clients to check and sign.