IFA Administrator

Type of Position: IFA Administrator / Trainee Paraplanner - Cranbrook
Pay: £20k - £25k

Our client is looking for a Financial Services Administrator/Trainee Paraplanner to join their team based in Cranbrook, Kent. You will pay a supportive role to the Financial Advisors and Paraplanners, and help deliver an exceptional service to their clients. This role also offers progression to train to become a qualified paraplanner.

Responsibilities:

• Assist the paraplanning team with various administrative tasks, including but not limited to data entry, file management, and document preparation.
• Work closely with financial advisers, paraplanners, and other team members to provide seamless support and deliver outstanding client service.
• Identify opportunities for process improvement and contribute ideas to enhance the efficiency and effectiveness of the paraplanning department.
• Maintain client records, ensuring confidentiality and accuracy of information in accordance with data protection policies.
• Collaborate with financial product providers, platforms, and custodians to request and obtain required information and documentation.
• Conduct research and analyze data to support the financial advisers in ongoing advice.
• Document ongoing advice and prepare accurate and comprehensive reports based on the information provided by paraplanners and financial advisors.
• Ensure all documentation and processes adhere to regulatory standards and internal compliance guidelines.

Experience/Qualifications:

• Preferred qualifications for this role include at least 1 year of previous experience in an administrative role.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Attention to detail is paramount to ensure accuracy in reports and documentation.
• Strong organizational and time management skills are necessary to effectively handle multiple tasks and prioritize.
• Exceptional written and verbal communication skills are essential for conveying information clearly and professionally.
• Demonstrated commitment to upholding high ethical standards and handling sensitive information with confidentiality is expected.
• Excellent telephone etiquette is important, as calls to providers/advisers will form part of this role.
• Opportunity for further study and pathway to Paraplanner role.