IFA Administrator / Trainee Paraplanner

Job Title: IFA Administrator / Trainee Paraplanner
Contract Type: Permanent
Location: Farnborough
Reference: 1123695
Contact Name: Tegan
Contact Email:
Job Published: April 29, 2021 17:16

Job Description

I am recruiting for an experienced IFA Administrator / Trainee Paraplanner to join an experienced, talented, and driven team that offer genuine career progression, supported qualifications in a client facing varied role. Become part of an award winning and dynamic team that drive success and customer experience as a priority. Join a company that offers a family feel working environment that offer genuine progression that wants you to succeed. You will be a minimum of part qualified.

Key Responsibilities:
  • Arrange Client Meetings and ensure appointment confirmed/meeting room booked.
  • Diary and workload management
  • Prepare necessary documents for adviser’s wealth management client meetings.
  • Write to existing providers to obtain information for analysis.
  • Analysis on ceding scheme information, complete fact finds online, obtain illustrations and comparisons
  • Complete suitability reports and compliance requirements
  • Proof-read before being presented to Adviser to ensure no errors or inconsistencies.
  • Fully analyse clients’ requirements, develop cash flow models and accurately record client data.
  • Research and analyse financial products
  • Construct financial planning solutions (protection, investment, retirement, tax and estate planning) supported by the production of computer models and reports.
  • Prepare suitability letters and reports
  • Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models.
  • Deal with general client queries and attend client meetings with the Adviser as required.
Trainee Paraplanner/Senior Administrator
£25,000 - £30,000

For further details and to apply please contact Tegan Sillett at Dynamite Recruitment !!!

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