Senior IFA Administrator / Trainee Paraplanner Location: North Manchester – Two days WFH (Following probation) Salary: Up to £35,000 Job Type: Full-time, Permanent An exciting opportunity to join a successful and growing Financial Planning firm Our client is a well-established and highly regarded Financial Planning business, currently looking to recruit a Senior IFA Administrator / Trainee Paraplanner to join their team. This is an excellent opportunity for an experienced IFA Administrator or someone who has been in a Trainee Paraplanner role who is looking to take the next step in their career and develop into a Paraplanner role. You will work closely with Financial Advisers and the wider support team, providing high-quality technical and administrative support while developing your paraplanning skills and knowledge. The Role Your responsibilities will include: Providing comprehensive administrative support to Financial Advisers Preparing client meeting packs, valuations and review documentation Processing new business and ensuring cases progress efficiently Liaising with providers, platforms and clients Preparing suitability letters and other client documentation Assi...
Senior IFA Administrator / Trainee Paraplanner employer: NJR Recruitment Careers
Join a well-established insurance broker in Stockport as a Commercial Account Handler, where your expertise will be valued in a collaborative and client-focused environment. With competitive salary packages, ongoing training, and hybrid working options, this role offers excellent opportunities for professional growth and development, making it an attractive place for those seeking meaningful employment in the insurance sector.
