At a Glance
- Tasks: Support Financial Planners and Paraplanners while gaining exposure to financial planning processes.
- Company: A respected boutique Financial Planning firm with a supportive culture.
- Benefits: Up to £30,000 salary, fully funded qualifications, and ongoing professional development.
- Other info: Join a friendly team focused on your growth and success.
- Why this job: Kickstart your career in Financial Planning with clear progression into Paraplanning.
- Qualifications: Experience in financial services or strong transferable skills; keen to develop in Paraplanning.
The predicted salary is between 38250 - 46750 £ per year.
IFA Administrator Grantham Up to £30,000 Fully Funded Qualifications Clear Route into Paraplanning Are you looking to build a successful long-term career within Financial Planning?
This is an outstanding opportunity to join a well-established and highly respected boutique Financial Planning firm that is committed to investing in its people.
Offering fully funded professional qualifications, hands-on technical development, and a clearly defined progression pathway into Paraplanning, this role is ideal for someone eager to take the next step in their career.
NJR Recruitment is delighted to be working in partnership with a growing Financial Planning practice based in Grantham.
Renowned for delivering bespoke advice to High Net Worth clients, the firm combines professional excellence with a genuinely supportive and close-knit culture where employees are encouraged to develop and thrive.
The Opportunity Working alongside experienced Financial Planners and Paraplanners, you will play a key role in supporting the delivery of exceptional client service while gaining valuable exposure to all aspects of the financial planning process.
This position offers the perfect platform to build your technical knowledge, develop industry qualifications, and progress into a Paraplanner role within a business that actively supports career advancement.
Key Responsibilities " Providing administrative support to Financial Planners and Paraplanners " Processing new business across pensions, investments, and protection products " Preparing client review packs and meeting documentation " Liaising with clients, providers, and third parties " Maintaining accurate client records and back-office systems " Assisting with the end-to-end financial planning process " Developing technical knowledge through structured training and mentoring About You To be successful in this role, you will have: " Previous experience within an IFA, Financial Planning, or Wealth Management environment " Alternatively, strong transferable experience gained within financial services " Excellent organisational skills and a keen eye for detail " Strong communication and relationship-building abilities " A genuine desire to develop a career in Paraplanning " A professional, proactive, and motivated approach What's on Offer? " Competitive salary of up to £30,000 " Fully funded professional qualifications and exams " Clear and supported progression into a Paraplanner position " Exposure to complex and rewarding High Net Worth client work " Ongoing training and professional development " Friendly, supportive, and collaborative team environment " Long-term career opportunities within a growing and successful firm If you're looking for a role where your ambition will be supported and your future development genuinely prioritised, we'd love to hear from you.
For more information or to apply, please contact NJR Recruitment quoting reference NJR16920.
Ifa Administrator in Suffolk employer: NJR Recruitment
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