IFA Paraplanner Trainee — Analytical Admin Role

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

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.