Job Description
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
- Assisting with research and analysis of financial planning solutions
- Supporting the preparation of financial planning recommendations
- Maintaining accurate client records and ensuring compliance requirements are met
- Progressively taking on more paraplanning responsibilities with full training and support
About You
We're looking for someone who has:
- Strong experience within an IFA / Financial Planning environment
- Solid knowledge of the financial services administration process
- Excellent attention to detail and organisational skills
- Strong written and verbal communication skills
- The ability to manage multiple priorities and meet deadlines
- A professional, proactive and client-focused approach
- A genuine ambition to progress into a Paraplanner role
Ideally, you will already have some exposure to paraplanning, report writing, research or financial planning, although full development and training will be provided for the right candidate.
What's on Offer?
- Competitive salary and benefits package
- Genuine career progression into a Paraplanner position
- Full training and professional development
- Support towards relevant industry qualifications
- The opportunity to work alongside experienced Financial Advisers
- A friendly, professional and supportive working environment
- Long-term career prospects within an established business
If you're an experienced IFA Administrator ready to take the next step towards becoming a Paraplanner, we'd love to hear from you.
Apply today for a confidential conversation about the role and your career aspirations.
NJR16861
Senior IFA Administrator / Trainee Paraplanner in Bury employer: NJR Recruitment
Join a leading insurance business in Uttoxeter, where your leadership skills will thrive in a supportive and dynamic work environment. With a competitive salary, excellent bonus structure, and genuine opportunities for career progression, you'll be empowered to coach and develop your team while driving performance and delivering exceptional customer service. Our commitment to professional development ensures that you can grow alongside the company, making this an ideal place for ambitious individuals seeking meaningful and rewarding employment.
