Job Description
IFA Administrator / Trainee Paraplanner – Boutique Wealth Management Firm
Location: Northwich, Cheshire (Hybrid Working)
Salary: £25,000 – £30,000 (DOE) + Excellent Benefits
A highly respected boutique firm of Independent Financial Advisors based in Northwich is looking to appoint an experienced IFA Administrator / Trainee Paraplanner to support their continued growth. With over £300M of Funds Under Management and a strong, sustainable business model, the firm offers a stable and rewarding environment for the right candidate.
This is a fantastic opportunity for someone with a background in financial services administration who is looking to develop their career and work towards becoming a Paraplanner. You will join a close-knit, professional team and work alongside experienced Advisors and a Senior Paraplanner, gaining valuable technical knowledge and client exposure.
Key Responsibilities
1. Provide high-quality administrative support to the advisory team
2. Maintain accurate client records and ensure all documentation is up to date
3. Liaise with product providers and clients to progress business efficiently
4. Assist with research, suitability reports, and technical analysis
5. Work closely with the Senior Paraplanner to...