Position details
IFA ADMINISTRATOR/ TRAINEE PARAPLANNER
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Leicester
£27000 - £35000 04/02/2026
NJR16430
£27000 - £35000 04/02/2026
NJR16430
DESCRIPTION
Technical IFA Administrator/ Trainee Paraplanner
Leicester
£27,000-£35,000
Hybrid working
Full exam support | 28 days holiday | Excellent benefits
8% AE pension contributions
Are you looking to build a long-term career in Financial Planning with a firm that genuinely invests in its people ?
Our client are a boutique firm of Independent Financial Planners who are known for their integrity, client-first approach, and outstanding service. Due to continued growth, they are now looking to welcome a Technical Financial Planning Administrator/ Trainee Paraplanner to join their growing organisation.
This is a fantastic opportunity for someone with Financial Services experience who wants to develop technically, gain professional qualifications, and progress their career within a stable and respected firm.
The role:
You\'ll play a key part in supporting Financial Planners and ensuring clients receive a seamless, high-quality service. Responsibilities will include:
\" Providing technical and administrative support to Financial Planners
\" Assisting with the preparation and delivery of client advice and reviews
\" Liaising with product providers, platforms, and undertaking product research
\" Using FE Analytics to support investment-related work
\" Processing new business from submission through to completion
\" Preparing client correspondence and managing documentation
About you:
\" Previous experience within Financial Services (IFA / Wealth / Advice environment preferred)
\" Strong organisational and administrative skills with excellent attention to detail
\" Confident communicator, both written and verbal
\" Able to manage workloads and deadlines effectively
\" Working towards (or keen to start) CII Level 4 qualifications
What\'s on offer:
\" Competitive salary up to £35,000
\" Full exam support and clear career progression
\" 28 days holiday plus excellent company benefits
\" Supportive, collaborative working environment
\" Opportunity to grow with a firm that truly values its people
If you\'re motivated, detail-driven, and ready to take the next step in your Financial Planning career, this role offers an excellent platform to do just that.
For more information, please contact one of our specialist consultants quoting REF: NJR16430
Leicester
£27,000-£35,000
Hybrid working
Full exam support | 28 days holiday | Excellent benefits
8% AE pension contributions
Are you looking to build a long-term career in Financial Planning with a firm that genuinely invests in its people ?
Our client are a boutique firm of Independent Financial Planners who are known for their integrity, client-first approach, and outstanding service. Due to continued growth, they are now looking to welcome a Technical Financial Planning Administrator/ Trainee Paraplanner to join their growing organisation.
This is a fantastic opportunity for someone with Financial Services experience who wants to develop technically, gain professional qualifications, and progress their career within a stable and respected firm.
The role:
You\'ll play a key part in supporting Financial Planners and ensuring clients receive a seamless, high-quality service. Responsibilities will include:
\" Providing technical and administrative support to Financial Planners
\" Assisting with the preparation and delivery of client advice and reviews
\" Liaising with product providers, platforms, and undertaking product research
\" Using FE Analytics to support investment-related work
\" Processing new business from submission through to completion
\" Preparing client correspondence and managing documentation
About you:
\" Previous experience within Financial Services (IFA / Wealth / Advice environment preferred)
\" Strong organisational and administrative skills with excellent attention to detail
\" Confident communicator, both written and verbal
\" Able to manage workloads and deadlines effectively
\" Working towards (or keen to start) CII Level 4 qualifications
What\'s on offer:
\" Competitive salary up to £35,000
\" Full exam support and clear career progression
\" 28 days holiday plus excellent company benefits
\" Supportive, collaborative working environment
\" Opportunity to grow with a firm that truly values its people
If you\'re motivated, detail-driven, and ready to take the next step in your Financial Planning career, this role offers an excellent platform to do just that.
For more information, please contact one of our specialist consultants quoting REF: NJR16430
Apply Now
