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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 Harrow focused on career growth.
- Benefits: Enjoy opportunities for career progression and a supportive work environment.
- Why this job: Perfect for those who love analysis and want to make a real impact in finance.
- Qualifications: Requires two years in financial services, strong IT skills, and excellent attention to detail.
- Other info: Ideal for organised individuals who thrive under pressure and enjoy client interaction.
The predicted salary is between 28800 - 43200 £ per year.
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:
- 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 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
Familiarise yourself with the financial planning industry, especially focusing on IHT and compliance documentation. This knowledge will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the financial services sector, particularly those who work as IFA Administrators or Paraplanners. Engaging with them can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Brush up on your IT skills, especially software commonly used in financial planning. Being proficient in these tools can set you apart from other candidates and show that you're ready to hit the ground running.
✨Tip Number 4
Prepare for potential interview questions by practising how to articulate your analytical skills and attention to detail. Use examples from your previous experience to illustrate how you've successfully managed similar tasks.
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 experience in financial planning services administration. Emphasise your analytical skills, attention to detail, and any relevant IT skills that align with the job description.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the requirements of the IFA Administrator/Trainee Paraplanner role. Mention your two years of experience, your ability to work under pressure, and your communication skills. Show enthusiasm for the opportunity to develop your career.
Showcase Relevant Experience: In your application, provide examples of how you've dealt with client queries, recorded communications, and worked with financial advisers. Highlight any experience you have with tax calculations or compliance documentation.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter. Ensure there are no spelling or grammatical errors, and that your documents are clear and professional. This reflects your attention to detail, which is crucial for the 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 consider preparing a brief example of how you ensured compliance with documentation in past roles.
✨Demonstrate Strong Communication Skills
Effective communication is key in dealing with clients and third parties. Prepare to discuss how you've successfully managed client queries or collaborated with colleagues in the past. Practising clear and concise responses during the interview can also help showcase this skill.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your ability to work under pressure and with minimal supervision. Think of situations where you had to manage multiple tasks or tight deadlines, and be ready to explain how you prioritised and organised your work.
