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IFA Administrator, South Glos (CR-1217)

£22000 - £25000
IFA Administrator
South Glos
up to £25k 
 
The Role
  • Working closely with the Paraplanner analysing a client’s existing arrangements and attitude to risk, researching potential solutions, using cashflow modelling.
  • Preparing recommendation reports and documents required to allow the Financial Planner to present solutions to their client, and for the client to proceed with those recommendations if agreed.
  • Responsible for submitting the relevant applications and ensuring that recommendations are implemented correctly.
  • Work with the Financial Planner to arrange client review meetings and prepare valuations and other items required by the Financial Planner for their meeting.
Responsibilities:
  • Analysing a client’s existing arrangements and attitude to risk 
  • Completing Research & Analysis on client’s existing plans 
  • Liaising with Providers to obtain information
  • Completing the Research & Analysis template and saving the full Research & Analysis document to the client file once complete. 
  • Inputting attitude to risk questionnaires and providing the results to the Financial Planner. 
Researching potential solutions 
  • Conducting research on specific solutions as and when required.
  • Completing full market research and ensuring that all the due diligence is completed and on file for any off-panel recommendations.
  • Review findings with Paraplanner. 
Using cashflow modelling 
  • Ensuring a client is loaded onto the relevant cashflow modelling tool with current values and circumstances. 
Preparing recommendation reports and documents required to allow the Financial Planner or Mortgage Specialist to present solutions to their client 
  • Drafting Recommendation Reports and Letters once the Financial Planner has reviewed 
  • Obtain relevant paperwork or applications required to implement the proposed recommendations, including illustrations. 
  • Submit draft and paperwork for review by Paraplanner. 
  • Responsible for submitting the relevant applications and ensuring that the recommendations and successfully implemented. 
Client review meetings 
  • Working with the Financial Planner to ensure client meetings are arranged as they fall due and preparing valuations and other items required by the Financial Planner for their meeting.
About you:
  • Working towards the Level 4 Diploma in Financial Planning through the CII, LIBF or equivalent 
  • Minimum of 2 years working within an IFA firm
Location: 
North Bristol
Employment type: 
Employed (Full Time)
Sector: 
Financial Planning
Reference Number: 
CR-1217