Job Description
IFA Administrator
Grantham
Salary up to £28,000
Looking to build a long-term career in Financial Planning?
This is an exciting opportunity to join a growing and highly respected Financial Planning firm offering structured development, funded qualifications, and a clear pathway into Paraplanning.
NJR Recruitment is partnering with an established Grantham-based firm that is expanding its team. They are seeking an IFA Administrator to support a team of Financial Planners and Paraplanners while developing technical expertise and progressing professionally.
You'll be joining a friendly, family-feel business with an excellent reputation for delivering bespoke advice to High-Net-Worth clients - and a genuine commitment to investing in your future.
What you'll be doing:
o Supporting Financial Planners and Paraplanners with day-to-day administration
o Processing new business across pensions, investments and protection products
o Preparing client meeting and review documentation
o Liaising with clients and product providers
o Maintaining accurate records on back-office systems
o Gaining hands-on experience across the full financial planning process
What we're looking for:
o Industry-related experience within Financial Planning / IFA is essential
o Alternatively, strong transferable experience within financial services
o Excellent communication and organisational skills
o A genuine interest in progressing into Paraplanning
o Motivated, detail-focused and professional
What's in it for you:
Fully funded professional exams
Clear progression into a Paraplanner role
Supportive and collaborative team culture
Exposure to high-quality HNW client work
Long-term career development in a growing firm
Interested
Contact NJR Recruitment quoting REF: NJR16406 for more information.