IFA ADMINISTRATOR / PARAPLANNER

Description

Clark James Recruitment are working with a professional and highly regarded IFA business.

Due to expansion, our client has a vacancy for an experienced IFA Administrator to join their dynamic team.

The successful candidate will play a crucial role in supporting Financial Advisors by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice.

Role

Client Research: Conduct thorough research and analysis on financial products, market trends, and client portfolios to support IFAs in making informed recommendations. Report Preparation: Produce detailed and compliant suitability reports based on the IFA's recommendations, outlining tailored financial solutions for clients. Client Liaison: Assist in gathering client information, communicating with clients on behalf of the IFA, and managing ongoing relationships where necessary. Financial Planning: Help construct cash flow models, investment strategies, and retirement plans in line with clients' objectives and risk profiles. Compliance: Ensure all recommendations and client documentation are compliant with current regulations and company standards, adhering to FCA guidelines. Administration Support: Collaborate with the administration team to manage the timely and accurate submission of paperwork, policy documents, and client records. Review Meetings: Assist in preparing for client review meetings by updating reports, performance summaries, and product recommendations. Ongoing Development: Stay updated on market changes, product developments, and regulatory updates to ensure advice remains relevant and compliant. Candidate

Qualifications: Level 4 Diploma qualified (or working towards Level 4 Diploma). Experience: Previous experience as an IFA Administrator or Paraplanner or administrator in a similar financial services role, ideally within an IFA environment. Technical Skills: Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software. Regulatory Knowledge: Familiarity with FCA regulations and the compliance requirements for financial planning. Communication: Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language. Attention to Detail: High level of accuracy and strong analytical skills to ensure high-quality reporting and research. Package

Competitive salary based on experience. Company Pension. Employee discount. Financial planning services. Life insurance. Support with continued professional development (including exam support). Flexible working arrangements. Opportunity for career progression within a growing IFA firm.

Ad ID: 5418399613