Senior IFA Administrator / Trainee Paraplanner

Senior IFA Administrator / Trainee Paraplanner

Location: North Manchester – Two days WFH (Following probation)

Salary: Up to £35,000

Job Type: Full-time, Permanent

An exciting opportunity to join a successful and growing Financial Planning firm

Our client is a well-established and highly regarded Financial Planning business, currently looking to recruit a Senior IFA Administrator / Trainee Paraplanner to join their team. This is an excellent opportunity for an experienced IFA Administrator or someone who has been in a Trainee Paraplanner role who is looking to take the next step in their career and develop into a Paraplanner role.

You will work closely with Financial Advisers and the wider support team, providing high-quality technical and administrative support while developing your paraplanning skills and knowledge.

The Role

Your responsibilities will include:

• 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 analys...