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- Tasks: Assist clients by managing communications and compiling financial reports with a Financial Adviser.
- Company: Join a respected financial planning firm in Harrow focused on career growth.
- Benefits: Enjoy a supportive work environment with opportunities for career progression.
- Why this job: Perfect for those who love analysis and want to make a real impact in finance.
- Qualifications: Requires 2+ years in financial planning admin, strong IT skills, and excellent attention to detail.
- Other info: Ideal for organized individuals who thrive under pressure and enjoy working independently.
The predicted salary is between 24000 - 36000 £ per year.
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Deal effectively with queries from clients and other parties through effective communication.
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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.
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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.
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Working with the Financial Adviser you will discuss the client’s objectives, identifying and obtaining the information necessary to compile the financial report.
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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.
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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.
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Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
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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.
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:
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A minimum of two years of experience working in a financial planning services administration role.
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Strong IT skills
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IHT Experience
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Excellent attention to detail.
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Good communication and people skills.
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Able to work under pressure if required and with minimal supervision.
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Able to analyse data.
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Highly organised, methodical and disciplined with a good eye for detail.
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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.
IFA Administrator/Trainee Paraplanner employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator/Trainee Paraplanner
✨Tip Number 1
Make sure to brush up on your communication skills. Since the role involves dealing with clients and third parties, being able to convey information clearly and effectively is crucial. Practice articulating complex financial concepts in simple terms.
✨Tip Number 2
Familiarize yourself with compliance documentation and the 'know your client' principles. Understanding these processes will not only help you in your day-to-day tasks but also show that you're proactive and knowledgeable during interviews.
✨Tip Number 3
Highlight your analytical skills by preparing examples of how you've successfully analyzed data in previous roles. This could include any experience with tax calculations or financial reports, as it directly relates to the responsibilities of the position.
✨Tip Number 4
Showcase your organizational skills by discussing how you manage multiple tasks and deadlines. Being methodical and disciplined is key in this role, so be ready to provide specific examples of how you stay organized under pressure.
We think you need these skills to ace IFA Administrator/Trainee Paraplanner
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities and requirements of the IFA Administrator/Trainee Paraplanner position. Tailor your application to highlight relevant experience and skills that align with the job description.
Highlight Relevant Experience: In your CV and cover letter, emphasize your previous experience in financial planning services administration. Be specific about your roles, responsibilities, and any achievements that demonstrate your analytical skills and attention to detail.
Demonstrate Communication Skills: Since effective communication is key in this role, provide examples in your application of how you've successfully dealt with client queries or collaborated with colleagues. Use clear and intelligible English throughout your application.
Showcase IT Proficiency: Mention your strong IT skills in your application. If you have experience with specific software or tools used in financial planning, be sure to include that information to strengthen your candidacy.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Communication Skills
Since effective communication is key in this role, be prepared to demonstrate your ability to articulate ideas clearly. Practice explaining complex financial concepts in simple terms, as you may need to communicate with clients and third parties.
✨Highlight Your Analytical Abilities
The job requires strong analytical skills, so come prepared with examples of how you've successfully analyzed data in previous roles. Discuss any tools or methods you used to gather and interpret information, especially in a financial context.
✨Demonstrate Attention to Detail
Given the importance of accuracy in preparing documentation and reports, be ready to discuss how you ensure attention to detail in your work. You might want to share specific instances where your meticulousness made a difference.
✨Prepare for Compliance Questions
Understanding compliance is crucial in this position. Familiarize yourself with relevant regulations and company policies. Be prepared to discuss how you have ensured compliance in past roles, particularly regarding client documentation and data handling.
