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For Companies At a Glance
- Tasks: Support financial advisers by managing client communications and preparing reports.
- Company: Join a respected financial planning firm in Amersham focused on career growth.
- Benefits: Enjoy opportunities for career progression and a supportive work environment.
- Why this job: Perfect for those seeking to develop analytical skills in a dynamic industry.
- Qualifications: Requires two years in financial services, strong IT skills, and attention to detail.
- Other info: Work independently while collaborating with clients and advisers.
The predicted salary is between 28800 - 43200 £ per year.
We are recruiting for this well regarded financial planner in Amersham 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.
- 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.
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator/Trainee Paraplanner
✨Tip Number 1
Familiarise yourself with the financial planning industry, especially focusing on IHT and compliance documentation. Understanding these areas will not only boost your confidence but also demonstrate your commitment to the role during interviews.
✨Tip Number 2
Enhance your IT skills by getting comfortable with financial software and tools commonly used in paraplanning. Being tech-savvy can set you apart from other candidates and show that you're ready to hit the ground running.
✨Tip Number 3
Practice your communication skills, both written and verbal. Since the role involves liaising with clients and third parties, being able to convey information clearly and effectively is crucial.
✨Tip Number 4
Showcase your organisational skills by preparing examples of how you've managed multiple tasks or projects in the past. This will help illustrate your ability to work under pressure and maintain attention to detail, which are key for this position.
We think you need these skills to ace IFA Administrator/Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial planning services administration. Emphasise your analytical skills, attention to detail, and any specific IT skills that align with the job requirements.
Craft a Strong Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your two years of experience, your ability to work under pressure, and your communication skills. Make it personal and engaging to stand out.
Highlight Relevant Experience: In your application, clearly outline your previous roles and responsibilities that relate to the IFA Administrator/Trainee Paraplanner position. Use specific examples to demonstrate your ability to analyse data and manage client communications effectively.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. Ensure that your documents are clear, concise, and free from mistakes, as attention to detail is crucial for this role.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Analytical Skills
Since the role requires a high level of analytical skills, be prepared to discuss specific examples from your previous experience where you successfully analysed data or solved complex problems. This will demonstrate your capability to handle the responsibilities of the position.
✨Highlight Your Attention to Detail
Attention to detail is crucial in this role. Bring up instances where your meticulous nature helped avoid errors or improved processes. You might even want to mention how you ensure accuracy in documentation and client communications.
✨Demonstrate Strong Communication Skills
Effective communication is key in dealing with clients and third parties. Prepare to share examples of how you've successfully communicated complex information clearly and concisely, whether in writing or verbally.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle specific situations, such as managing client queries under pressure. Think through potential scenarios and how you would approach them, showcasing your problem-solving abilities and organisational skills.
