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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
* Provide high-quality administrative support to the advisory team
* Maintain accurate client records and ensure all documentation is up to date
* Liaise with product providers and clients to progress business efficiently
* Assist with research, suitability reports, and technical analysis
* Work closely with the Senior Paraplanner to learn and develop in the role
What’s on Offer
* Hybrid Working: 3 days in the office, 2 from home after initial training
* Company pension
* Critical illness insurance
* Exam support (Diploma in Financial Planning and beyond)
What We’re Looking For
* Experience in a financial services administrative role, ideally within an IFA environment
* Strong attention to detail and excellent organisational skills
* Confident communicator, both written and verbal
* A proactive attitude and a genuine interest in progressing within financial planning
* Ambition to study towards or continue with professional qualifications
This is a long-term opportunity with real scope for progression in a supportive and forward-thinking firm. If you're looking to grow your career in a stable and professional environment, we’d love to hear from you.
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