Role : Senior IFA Admin/Trainee Paraplanner
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/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
