Social network you want to login/join with:Senior IFA Admin/Trainee Paraplanner, London

col-narrow-leftClient:

Blakemore RecruitmentLocation:

London, United KingdomJob Category:

Other-EU work permit required:

Yescol-narrow-rightJob Reference:

9463f1a6bc17Job Views:

38Posted:

12.08.2025Expiry Date:

26.09.2025col-wideJob Description:

The Role:

to assist in providing administrative and technical support to the Paraplanner(s) within the business.Reports To:

Paraplanner and Financial PlannerKey Requirements and Skills:Good team working and liaison skills to deal effectively with tasks set and provide support for other team membersAn understanding of FCA regulations and guidelines relating to financial services clientsWillingness to continue to develop knowledge of products and related issues through formal and informal learning, both internally and externallyGood communication skills (written and verbal) that are effective and meet business needsAbility to prioritise and organise own workloadAbility to work under pressure and to deadlinesIT skills commensurate with computer packages used including detailed understanding and use of Enable (our CRM tool)Accuracy of work and attention to detailMust be willing to study and pass 2 exams a year until you achieve the CII DiplomaKey ResponsibilitiesSupporting the Paraplanner(s) and Financial Planner in research and analysis to meet Client needs and objectivesSupporting the Paraplanner(s) and Financial Planner in the implementation of new businessContributing to the smooth running of the technical administrative function within the businessEnsuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externallyNew business submission (including logging of fees and invoices, and issue of latter) and tracking to conclusion - including submission of protection casesLiaising with clients, product providers and other relevant third partiesAssisting the Paraplanner(s) with:o Preparing paperwork for client meetingso Planning and product researcho Technical filing on to business systemsEnsure back offices systems are kept up to date including client and provider dataIssue Letters of Authority, chase for policy information, build schedules and put existing policies on the systemProduce quotations for life and protection salesProduce OandM reports on straightforward cases on instruction from the ParaplannerObtaining illustrations and supporting literature on instruction from the ParaplannerProduce suitability letters on straightforward cases on instruction from the ParaplannerContinuous professional development to meet personal development needBe conversant with, and adhere to, Company procedures and policies and the requirements of the FCA Standards and Rules and to implement and maintain procedures as stipulated in accordance with the Rules of the FCA

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