At a Glance
- Tasks: Support financial advisers by managing client communications and preparing reports.
- Company: Reputable financial planning firm in Reigate focused on career growth.
- Benefits: Career progression opportunities, supportive environment, and skill development.
- Other info: Fast-paced role with opportunities to learn and grow in the finance sector.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Minimum two years in financial services admin, strong IT skills, and attention to detail.
The predicted salary is between 38250 - 46750 £ per year.
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.
IFA Administrator/Trainee Paraplanner in Reigate employer: Blakemore Recruitment Careers
As a Senior IFA Administrator in Holborn, London, you will join a dynamic team dedicated to delivering exceptional service to our esteemed private clients. Our company fosters a supportive work culture that prioritises professional growth, offering comprehensive training and the opportunity to progress towards becoming a fully qualified Paraplanner. With competitive salary packages and a range of benefits, we are committed to investing in our employees' futures, making us an outstanding employer for those seeking meaningful and rewarding careers.
Contact Details:
Blakemore Recruitment Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator/Trainee Paraplanner in Reigate
✨Tap into University Career Services
If you're a student or recent grad eyeing a trainee role in banking or financial services, your university career services are your secret weapon. They often have connections with firms, and can guide you to exclusive openings that aren't advertised widely, so make sure to get in touch!
✨Get Involved in Finance Societies
Joining finance-related societies or clubs at your university can seriously up your game. They often host networking events, guest speaker sessions, and workshops that can connect you directly with industry professionals and potential employers.
✨Show Your Passion Through Projects
Try working on finance-related projects or internships, even if they're unpaid. It shows your commitment and gives you something to discuss in interviews. Plus, if you've got a blog or a portfolio detailing your findings on market trends, that can really impress recruiters!
✨Use Our Website to Find Opportunities
We at StudySmarter recommend that you regularly check our website for trainee opportunities at leading companies like Blakemore Recruitment Careers. They often post openings directly there, so don't miss out on the chance to apply and show what you've got!
We think you need these skills to ace IFA Administrator/Trainee Paraplanner in Reigate
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at Blakemore Recruitment Careers.
Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!
How to prepare for a job interview at Blakemore Recruitment Careers
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at Blakemore Recruitment Careers.
✨Prepare for Case Studies
Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
✨Highlight Your Learning Agility
As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
✨Showcase Your Interest in the Industry
Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at Blakemore Recruitment Careers.
