IFA Administrator/Trainee Paraplanner

Blakemore Recruitment; Reigate; On-site; GBP 1 - 2; Full time

Job summary

Blakemore Recruitment is seeking an experienced IFA Sales support administrator/Paraplanner for a well regarded financial planning firm in Reigate. The role blends administration with paraplanning and requires strong analytical skills.

Responsibilities include handling client queries, recording communications, and assisting the Financial Adviser by compiling financial reports and sourcing suitable planning solutions with product providers and third parties.

Qualifications

• Minimum of two years in financial planning services administration.
• Strong IT skills.
• IHT experience.
• Excellent attention to detail.
• Good communication and people skills.
• Able to work under pressure 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.

Responsibilities

• Deal effectively with queries from clients and other parties through effective communication.
• Record client communications on the client's file in line with policy in clear English.
• Collect and collate information and data about the client in line with know-your-client principles and ensure compliance documentation is present.
• Discuss client objectives with the Financial Adviser to compile the financial report.
• Liaise with product providers and third parties to gather information for needs assessment and recommendations.
• Identify planning opportunities and assist in sourcing solutions to meet client objectives, including tax calculations where needed.
• Obtain information, quotes, illustrations and product details for comparisons.
• Prepare suitability letters and reports for approval by the Financial Adviser and precomplete documents for clients to review and sign.

Skills

Financial planning admin

IT skills

IHT experience

Attention to detail

Communication skills

Pressure handling

Data analysis

Organization

Defined processes

Job description

We are recruiting for this well regarded financial planner in Reigate who are looking for an experienced IFA Sales support administrator/Paraplanner 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.
• Strong IT skills
• 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.