IFA ADMINISTRATOR / TRAINEE PARAPLANNER

IFA ADMINISTRATOR / TRAINEE PARAPLANNER

£27,000 - £35,000, Solihull

Our client is a boutique, highly established Independent Financial Planning firm , providing a highly personal and professional service to a loyal client bank of high-net-worth individuals.

This is an excellent opportunity for an experienced IFA Administrator who is looking to develop their career and move into paraplanning .

Working within a close-knit and supportive team, you will initially provide high-quality administrative and client servicing support to 1-2 Financial Advisers, whilst receiving direct development and training towards a Trainee Paraplanner position .

The firm is committed to investing in its people and will provide full support towards relevant professional examinations and qualifications , giving the successful candidate a clear and structured career path into paraplanning.

The Opportunity

• Boutique, highly established Independent Financial Planning firm

• £25,000 - £35,000

• Birmingham location

• Close-knit and supportive working environment

• Direct development pathway into Trainee Paraplanning

• Professional exam and qualification support

• Exposure to high-net-worth clients and complex financial planning

• Opportunity to develop strong technical knowledge across Pensions & Investments

• Long-term career development within a well-established business

The Role

As an IFA Administrator / Trainee Paraplanner , your responsibilities will include:

• Providing comprehensive administrative support to 1-2 Financial Advisers.

• Managing client servicing requirements and preparing new business and client review packs.

• Obtaining accurate client portfolio valuations and producing valuation statements.

• Preparing client documentation, including new business applications, servicing forms, trusts, fee agreements and invoices.

• Submitting applications to product providers and monitoring progress through to completion.

• Maintaining regular contact with clients, Advisers and product providers.

• Managing the client onboarding process and ensuring all activity is completed in accordance with FCA regulatory requirements.

• Obtaining Anti-Money Laundering documentation and completing electronic checks for new and existing clients.

• Maintaining accurate and compliant client records using Intelligent Office and other back-office systems.

• Developing your technical knowledge across Pensions, Investments and wider financial planning .

• Gaining increasing exposure to research, report preparation and the technical aspects of financial planning.

• Progressively taking on paraplanning responsibilities as your knowledge and experience develops.

Career Development

This role offers a genuine and clearly defined progression route from IFA Administrator into Paraplanning .

The successful candidate will receive hands-on training and development, working closely with experienced Financial Advisers and gaining exposure to the full financial planning process.

The firm will also provide support and encouragement towards professional examinations , helping you to build the technical knowledge and qualifications required to develop a successful career as a Paraplanner.

This makes the opportunity particularly well suited to an IFA Administrator who is ambitious, keen to learn and wants to move beyond administration into a more technical financial planning role .

About You

You will need to have experience of working within an IFA / Financial Planning environment , together with good knowledge of Pensions and Investments .

Experience of working with provider platforms and back-office systems is essential, with knowledge of Intelligent Office being advantageous.

You will be organised, technically minded and comfortable managing multiple priorities within a busy financial planning environment. The ability to work accurately under pressure and maintain a high level of attention to detail is essential.

Excellent communication skills are also required, together with the ability to build strong and professional relationships with Advisers, high-net-worth clients and product providers.

Most importantly, you will have a genuine desire to progress your career into paraplanning and be keen to undertake further study and professional examinations with the support of the firm.

To apply, please quote Ref: NJR17014