At a Glance
- Tasks: Support financial advisers with administration and client management tasks daily.
- Company: Join a pioneering firm of independent financial planners with a strong reputation in the North West.
- Benefits: Enjoy 25 days holiday, private parking, and a group pension scheme.
- Other info: Work hours are Monday to Thursday, 9am-5:30pm, and Friday, 9am-5pm.
- Why this job: Be part of a growing team that values learning and professional development.
- Qualifications: Previous experience in financial services is essential; studying or keen to study CII is preferred.
The predicted salary is between 24000 - 36000 £ per year.
IFA Administrator/ Trainee Paraplanner
Location: Worcester
Contract: Permanent, Full-Time
Salary up to £38,000
NJR Recruitment is working with a very well established and growing independent financial planning firm (award winning) in Worcester to recruit an experienced IFA Administrator/ Trainee Paraplanner.
This is a genuinely varied opportunity for someone who enjoys both the technical and practical sides of financial planning. You will work closely with Financial Advisers, supporting the full client journey from meeting preparation and administration through to research, report writing and new business implementation.
Strong hands-on experience of Intelliflo / Intelligent Office is essential.
The Role
This role would suit either an experienced Financial Services Administrator looking to develop further into Paraplanning, or an experienced Paraplanner who enjoys being involved with clients, advisers and the progression of cases.
You will take ownership of a varied workload, moving comfortably between adviser support, client administration, technical research and paraplanning responsibilities.
Key Responsibilities
- Managing and progressing adviser workflows, cases, tasks and client actions through Intelliflo
- Maintaining accurate and comprehensive client records, fact finds and documentation
- Preparing for new client, annual and interim review meetings
- Gathering and analysing client information
- Liaising directly with clients via telephone, email, Microsoft Teams and written correspondence
- Conducting financial planning research and analysis to support adviser recommendations
- Assessing client objectives, attitude to risk, capacity for loss, investment timescales and personal circumstances
- Undertaking research across pensions, investments, protection and tax-efficient planning
- Preparing clear, accurate and compliant suitability reports and annual review documentation
- Supporting cashflow modelling and other financial planning tools
- Carrying out investment and portfolio analysis, including performance, charges and rebalancing
- Comparing products, providers and financial solutions
- Preparing cost and charge comparisons and supporting calculations
- Submitting and tracking new business with providers and platforms
- Processing pensions, ISAs, GIAs, bonds and other investment business
- Processing fund switches, portfolio transfers, withdrawals and other client instructions
- Liaising with providers and platforms and following cases through to completion
About You
You will ideally have:
- Strong working experience of Intelliflo / Intelligent Office - essential
- Previous experience within an IFA or financial planning environment
- Experience supporting Financial Advisers and progressing client cases through to implementation
- Experience undertaking financial planning research and analysis
- Experience preparing suitability reports and/or client review documentation
- Good technical knowledge across pensions, investments, taxation, protection and financial planning
- Strong analytical and problem-solving skills
- Excellent written and verbal communication skills
- The ability to explain complex information clearly and professionally
- Excellent attention to detail
Experience with the following would also be advantageous:
- Microsoft 365, including Outlook, Word, Excel, PowerPoint and Teams
- FE Analytics
- Dynamic Planner or similar research tools
- Cashflow modelling systems
- Risk profiling and portfolio analysis tools
- Provider platforms and online new business systems
- Investment performance analysis
- Portfolio rebalancing
Why Join?
This is an opportunity to join an established independent financial planning firm where you will have genuine exposure to the wider advice process rather than being restricted to one area.
You will work closely with experienced Financial Advisers and colleagues, develop your technical expertise and gain broader experience across financial planning, administration and client service.
Professional development and career progression are actively encouraged, making this an excellent opportunity for someone looking to build a long-term career within financial planning.
If you have strong Intelliflo experience and enjoy combining adviser support, technical research, client service and paraplanning, we'd love to hear from you.
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.
#J-18808-Ljbffr
IFA Administrator/ Trainee Paraplanner employer: NJR Recruitment
Join a dynamic and growing eCommerce business that values creativity and innovation in the sports retail sector. With a remote working model complemented by bi-weekly team meetings in North Manchester, you'll enjoy a flexible work environment while contributing to exciting projects that drive market expansion. The company fosters a collaborative culture with ample opportunities for professional growth, making it an ideal place for motivated individuals looking to make a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator/ Trainee Paraplanner
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of an IFA Administrator and Trainee Paraplanner. Understanding the daily tasks and responsibilities will help you speak confidently about how your skills align with the job during interviews.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or join relevant online forums to connect with people who can provide insights into the role and potentially refer you to opportunities at firms like ours.
✨Tip Number 3
Consider starting or continuing your studies with the Chartered Insurance Institute (CII). Showing your commitment to professional development can set you apart from other candidates and demonstrate your dedication to the field.
✨Tip Number 4
Prepare for potential interviews by practising common questions related to client management and administrative support. Highlight your attention to detail and ability to work within a team, as these are crucial for the role.
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 relevant experience in the financial services industry. Emphasise any roles where you've provided administrative support or worked directly with clients, as these are key aspects of the IFA Administrator / Trainee Paraplanner position.
Craft a Compelling Cover Letter:Write a cover letter that showcases your enthusiasm for the role and the company. Mention your willingness to learn and any relevant qualifications or studies you have undertaken, particularly with the CII. This is your chance to express why you're a great fit for their team.
Highlight Soft Skills:In your application, be sure to mention your strong communication skills and ability to build professional relationships. These are essential for the role, so provide examples of how you've demonstrated these skills in previous positions.
Proofread Your Application:Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the IFA Administrator / Trainee Paraplanner role.
How to prepare for a job interview at NJR Recruitment
✨Research the Company
Before your interview, take some time to learn about the firm’s history, values, and recent achievements. Understanding their journey as the first firm in the North West to achieve 'Chartered Status' will show your genuine interest and help you connect your skills to their mission.
✨Showcase Your Financial Services Experience
Be prepared to discuss your previous experience in the financial services industry. Highlight specific tasks you've handled that relate to the role, such as client account maintenance or using back-office software, to demonstrate your readiness for the position.
✨Demonstrate Your Willingness to Learn
Since this role involves supporting advisers and developing personal knowledge, express your eagerness to pursue further qualifications, like studying with the CII. Share any relevant training or courses you’ve completed to illustrate your commitment to professional growth.
✨Prepare Questions for the Interviewers
Having thoughtful questions ready shows your enthusiasm for the role and helps you assess if the company is the right fit for you. Ask about the team dynamics, opportunities for development, or how they support new trainees in their learning journey.
