At a Glance
- Tasks: Prepare suitability reports and conduct research for tailored financial planning solutions.
- Company: Join a supportive, family-run financial planning firm with a positive culture.
- Benefits: Competitive salary, professional exam support, private medical cover, and annual bonus.
- Other info: Opportunity for career growth in a dynamic and friendly environment.
- Why this job: Step into a rewarding paraplanning role with a close-knit team and long-term stability.
- Qualifications: Experience in financial planning or IFA administration; strong communication and attention to detail.
The predicted salary is between 30000 - 40000 £ per year.
Location: Wolverhampton
Basic Salary: Up to £40,000
Hours: 9am - 5pm, Monday - Friday
About our client and the role:
Swarm Recruitment are delighted to be supporting a small, family-run independent financial planning firm in their search for a Senior IFA Administrator/Trainee Paraplanner. They specialise in wealth management, retirement planning, investments, protection and mortgages, with a strong emphasis on holistic advice and long-term client relationships. The firm offers a genuinely supportive and friendly working environment, with a close-knit team of 7 - 8 staff who work collaboratively and maintain a positive workplace culture. The team is known for being approachable, hardworking, and efficient, creating a stable and enjoyable place to work.
This is a fantastic opportunity to join a well-established financial planning firm with a strong reputation, loyal client base and growing book of clients. As a smaller independent practice, the role will be broader than a typical paraplanning position and will involve some IFA Administration also. The successful candidate would be expected to work closely with advisers, contribute to the end-to-end client journey, and help maintain the firm's personalised, relationship-driven approach to financial planning.
This role would suit an IFA Administrator looking to step up to a Paraplanner position or a “career paraplanner” who is looking for long-term stability and values being part of a consistent, well-functioning team. The business is keen to invest in the right individual - whether that’s someone experienced and self-sufficient or someone earlier in their journey who is eager to develop within paraplanning. You will be joining a firm that values reliability, personality fit, and a strong work ethic, offering a competitive salary and the opportunity to play a key role in supporting a busy and successful practice.
Salary Benefits:
- £30,000 - £40,000 dependant on experience
- Support for undertaking professional exams
- Full-time office based
- 20 days annual leave plus bank holidays
- 5% Employer Contribution
- Private Medical Cover
- Annual discretionary bonus
- Friendly and welcoming team
Working Hours:
Monday - Friday, 9am - 5pm, fully office based
Responsibilities:
- Prepare high-quality suitability reports covering pensions, investments and retirement planning
- Conduct technical research and analysis to support advisers in developing tailored financial planning solutions for clients
- Analyse existing arrangements and make recommendations aligned with clients' objectives, risk profiles, and financial circumstances
- Produce cashflow modelling and financial planning forecasts to support client advice and retirement planning strategies
- Gather and interpret client information, including assets, liabilities, income, expenditure, and existing financial products
- Liaise with providers, platforms, and third parties to obtain policy information, valuations, illustrations, and technical data
- Support advisers in preparing for client meetings, annual reviews, and ongoing servicing requirements
- Ensure recommendations and documentation comply with FCA regulations and internal compliance standards
- Maintain accurate and detailed client records
- Assist with the implementation of new business and ongoing client servicing activities
- Keep up to date with changes in legislation, taxation, pensions, investments, and financial planning practices
- Work closely with advisers and support staff to deliver a seamless and high-quality client experience
Essential skills and experience:
- The role welcomes candidates with financial planning/IFA administration experience looking to step into paraplanning, as well as experienced paraplanners seeking a long-term ‘career paraplanning’ role
- Knowledge of financial planning administration, tax, pensions, and investment
- Excellent attention to detail
- Strong communication skills and a client-centric approach
- A team-player with the ability to work well with other team members as well as on their own initiative
Desirable:
- Experience writing suitability reports across pensions, investments, protection, and retirement planning
- Experience producing cashflow modelling and financial planning analysis
- Ability to manage multiple cases and deadlines effectively
- Diploma qualified (Level 4) or working towards
By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Senior IFA Administrator/Trainee Paraplanner employer: SWARM RECRUITMENT LTD
Join a small, family-run independent financial planning firm in Wolverhampton that prides itself on a supportive and friendly work environment. With a close-knit team of 7-8 staff, you will have the opportunity to grow your career as a Senior IFA Administrator/Trainee Paraplanner while benefiting from professional development support, competitive salary, and a positive workplace culture that values collaboration and client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Senior IFA Administrator/Trainee Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the firm you're eyeing. A friendly chat can sometimes lead to insider info or even a referral!
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of pensions, investments, and retirement planning. Show them you’re not just a candidate but someone who’s genuinely interested in their holistic approach to client relationships.
✨Tip Number 3
Don’t forget to showcase your personality! This firm values a good fit, so let your enthusiasm and team spirit shine through during your conversations. They want to see how you’ll gel with their close-knit team.
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and serious about landing this role.
We think you need these skills to ace Senior IFA Administrator/Trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any relevant financial planning or IFA administration experience, and don’t forget to showcase your attention to detail and client-centric approach!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your passion for financial planning and how you align with the firm’s values of teamwork and long-term client relationships.
Showcase Your Skills:In your application, be sure to highlight any experience you have with suitability reports, cashflow modelling, or liaising with clients and providers. This will show us that you’re ready to hit the ground running in this role!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the role!
How to prepare for a job interview at SWARM RECRUITMENT LTD
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning, pensions, and investments. Familiarise yourself with the latest trends and regulations in the industry, as this will show your potential employer that you're serious about the role and ready to contribute from day one.
✨Showcase Your Team Spirit
Since the firm values a collaborative environment, be prepared to discuss examples of how you've worked effectively in a team. Highlight your communication skills and how you can contribute to maintaining a positive workplace culture, which is key for this close-knit team.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge, especially around suitability reports and cashflow modelling. Practise explaining complex concepts in simple terms, as this will demonstrate your ability to communicate effectively with clients and advisers alike.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the firm's approach to client relationships or their plans for growth. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
