Senior IFA Administrator / Trainee Paraplanner

About the role

An exciting opportunity to join a successful and growing Financial Planning firm. The role supports Financial Advisers with high‑quality technical and administrative tasks while developing paraplanning skills.

Key responsibilities

• Providing comprehensive administrative support to Financial Advisers.
• Preparing client meeting packs, valuations and review documentation.
• Processing new business and ensuring cases progress efficiently.
• Liaising with providers, platforms and clients.
• Preparing suitability letters and other client documentation.
• Assisting with research and analysis of financial planning solutions.
• Supporting the preparation of financial planning recommendations.
• Maintaining accurate client records and meeting compliance requirements.
• Progressively taking on more paraplanning responsibilities with full training and support.

Required profile

• Strong experience within an IFA/Financial Planning environment.
• Solid knowledge of the financial services administration process.
• Excellent attention to detail and organisational skills.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines.
• Professional, proactive and client‑focused approach.
• Genuine ambition to progress into a Paraplanner role.

What we offer

• Competitive salary and benefits package.
• Genuine career progression into a Paraplanner position.
• Full training and professional development.
• Support towards relevant industry qualifications.
• Opportunity to work alongside experienced Financial Advisers.
• Friendly, professional and supportive working environment.
• Long‑term career prospects within an established business.