Senior IFA Admin/Trainee Paraplanner

Blakemore Recruitment; London; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services company in London is seeking a Senior IFA Admin/Trainee Paraplanner to support the ParaplANNER and Financial Planner. The role involves administrative and technical support, ensuring compliance with FCA standards, and assisting in client research. Ideal candidates should possess strong communication skills and a willingness to achieve a CII Diploma. This role offers an opportunity for career development in a reputable firm.

Qualifications

• Strong verbal and written communication skills are necessary.
• Ability to handle multiple tasks effectively.
• Relevant knowledge of financial services is an advantage.

Responsibilities

• Assist Paraplanner(s) with client research and analysis.
• Support the implementation of new business initiatives.
• Ensure compliance with all regulatory requirements.
• Update and maintain back-office systems effectively.
• Prepare documents for client meetings.

Skills

Good team working and liaison skills

Understanding of FCA regulations

Willingness to develop knowledge

Good communication skills

Ability to prioritise workload

Ability to work under pressure

IT skills including CRM tools

Attention to detail

Education

CII Diploma (willingness to study)

Tools

Enable (CRM tool)

Job description

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Senior IFA Admin/Trainee Paraplanner, London

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Client:

Blakemore Recruitment

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

9463f1a6bc17

Job Views:

38

Posted:

12.08.2025

Expiry Date:

26.09.2025

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Job Description:

The Role: to assist in providing administrative and technical support to the Paraplanner(s) within the business.

Reports To: Paraplanner and Financial Planner

Key Requirements and Skills:

• Good team working and liaison skills to deal effectively with tasks set and provide support for other team members
• An understanding of FCA regulations and guidelines relating to financial services clients
• Willingness to continue to develop knowledge of products and related issues through formal and informal learning, both internally and externally
• Good communication skills (written and verbal) that are effective and meet business needs
• Ability to prioritise and organise own workload
• Ability to work under pressure and to deadlines
• IT skills commensurate with computer packages used including detailed understanding and use of Enable (our CRM tool)
• Accuracy of work and attention to detail
• Must be willing to study and pass 2 exams a year until you achieve the CII Diploma

Key Responsibilities

• Supporting the Paraplanner(s) and Financial Planner in research and analysis to meet Client needs and objectives
• Supporting the Paraplanner(s) and Financial Planner in the implementation of new business
• Contributing to the smooth running of the technical administrative function within the business
• Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally
• New business submission (including logging of fees and invoices, and issue of latter) and tracking to conclusion - including submission of protection cases
• Liaising with clients, product providers and other relevant third parties
• Assisting the Paraplanner(s) with:

o Preparing paperwork for client meetings

o Planning and product research

o Technical filing on to business systems

• Ensure back offices systems are kept up to date including client and provider data
• Issue Letters of Authority, chase for policy information, build schedules & put existing policies on the system
• Produce quotations for life and protection sales
• Produce O&M reports on straightforward cases on instruction from the Paraplanner
• Obtaining illustrations and supporting literature on instruction from the Paraplanner
• Produce suitability letters on straightforward cases on instruction from the Paraplanner
• Continuous professional development to meet personal development need
• Be conversant with, and adhere to, Company procedures and policies and the requirements of the FCA Standards and Rules and to implement and maintain procedures as stipulated in accordance with the Rules of the FCA