At a Glance
- Tasks: Support Advisers with client recommendations and manage new business submissions.
- Company: Join a boutique financial planning practice known for personalised client service.
- Benefits: Enjoy private medical insurance, exam support, and free onsite parking.
- Other info: Position is office-based in Wolverhampton with a competitive salary up to £32,000.
- Why this job: This role offers a clear pathway into Paraplanning with ongoing professional development.
- Qualifications: Previous experience in IFA Administration and understanding of financial planning processes required.
The predicted salary is between 32000 - 32000 £ per year.
Salary up to £32,000 (Experience dependent)
Wolverhampton Office-Based Full-Time
Private Medical insurance
Exam support
Free onsite Parking
Are you an experienced IFA Administrator looking to take the next step in your career? This is an excellent opportunity to join a well-established, boutique financial planning practice that prides itself on delivering a highly personalised service to its clients. As a small, family-run business, the firm has built a reputation for developing long-term relationships with both clients and employees, fostering a genuinely supportive, open, and friendly working environment. The successful candidate will join a close-knit team where collaboration, professional development, and employee wellbeing are highly valued. You'll gain valuable exposure to technical financial planning work while benefiting from a clear pathway into Paraplanning, supported by experienced professionals who are invested in your long-term success.
The Role
- Working closely with Financial Advisers and experienced Paraplanners, you will provide essential administrative and technical support throughout the advice process while developing the skills and knowledge required to progress into a Paraplanning position.
- Key responsibilities will include:
- Supporting Advisers with the preparation and processing of client recommendations
- Obtaining and analysing provider information
- Preparing client review documentation and meeting packs
- Managing new business submissions and servicing requests
- Liaising with clients, providers, and third-party organisations
- Maintaining accurate client records and ensuring regulatory compliance
- Assisting with financial research and technical case preparation
- Supporting the production of suitability reports and recommendations as your experience develops
About You
We are looking for a motivated and career-focused financial services professional who is eager to further develop their technical knowledge and progress within financial planning. You will ideally have:
- Previous experience within an IFA Administration or Financial Planning support role
- A good understanding of pensions, investments, and financial planning processes
- Excellent organisational skills and attention to detail
- Strong communication skills and a professional approach to client service
- The ability to manage multiple tasks and work effectively within deadlines
- A proactive attitude and willingness to learn
- Progress towards, or an interest in studying towards, professional financial planning qualifications would be advantageous
What's on Offer
- Clear career progression pathway into Paraplanning
- Ongoing training, mentoring, and professional development support
- Opportunity to join a friendly, family-run and highly supportive business
- Open and collaborative working environment where your contribution is genuinely valued
- Exposure to a broad range of financial planning cases
- Opportunity to work closely with experienced Advisers and technical specialists
- Competitive salary and benefits package
- Long-term career prospects within a growing and client-focused practice
This is a fantastic opportunity for an experienced Financial Planning Administrator seeking a new challenge with a forward-thinking and growing Wealth Management firm. To apply, please submit your CV to NJR Recruitment quoting reference NJR16778.
Trainee Paraplanner in Wolverhampton employer: NJR Recruitment
Located in Wolverhampton, this family-run firm values employee wellbeing and collaboration. They offer a supportive environment with ongoing training and a clear career progression into Paraplanning. The team is dedicated to developing long-term relationships with clients and employees alike.
