Position details
IFA ADMINISTRATOR/ TRAINEE PARAPLANNER
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Leicester
£25000 - £28000 06/05/2026
NJR16444
£25000 - £28000 06/05/2026
NJR16444
DESCRIPTION
IFA Administrator / Trainee Paraplanner
Leicester | Up to £28,000 | Full Study Support (CII Exams)
Are you looking to develop your career within Financial Planning?
Our client, a highly regarded firm of boutique Independent Financial Planners who have an excellent opportunity available for an IFA Administrator to join their growing business who are based in the Leicester area. Our Client offer a dynamic and open culture within their business which is what they pride on.
The role has become available as a result of their organic growth, you will need to have industry related experience to be considered for this role which offers development and growth into Paraplanning and full support should you want to work towards industry related exams.
This is an ideal position for someone with at least 12 months\' experience within the financial services industry, particularly in Pensions and Investments administration. You\'ll join a supportive and forward-thinking team, with structured training and exam support to help you achieve your professional qualifications.
Key Responsibilities:
\" Processing new business, client valuations, and illustrations
\" Preparing fund value reports and client documentation
\" Conducting research to support the advice process
\" Producing pension, life, and investment quotes and valuations
\" Managing letters of authority and maintaining client records
\" Supporting advisers with administrative and client servicing tasks
What We\'re Looking For:
Previous experience within an IFA / Wealth Management environment
Strong attention to detail and a client-first approach
Enthusiasm to learn and progress within Financial Planning
Excellent communication and organisational skills
This is a brilliant opportunity to grow your technical knowledge and develop a rewarding career within a Chartered environment that values its people and promotes from within.
For more information, please contact one of our specialist consultants quoting Ref: NJR16444
Leicester | Up to £28,000 | Full Study Support (CII Exams)
Are you looking to develop your career within Financial Planning?
Our client, a highly regarded firm of boutique Independent Financial Planners who have an excellent opportunity available for an IFA Administrator to join their growing business who are based in the Leicester area. Our Client offer a dynamic and open culture within their business which is what they pride on.
The role has become available as a result of their organic growth, you will need to have industry related experience to be considered for this role which offers development and growth into Paraplanning and full support should you want to work towards industry related exams.
This is an ideal position for someone with at least 12 months\' experience within the financial services industry, particularly in Pensions and Investments administration. You\'ll join a supportive and forward-thinking team, with structured training and exam support to help you achieve your professional qualifications.
Key Responsibilities:
\" Processing new business, client valuations, and illustrations
\" Preparing fund value reports and client documentation
\" Conducting research to support the advice process
\" Producing pension, life, and investment quotes and valuations
\" Managing letters of authority and maintaining client records
\" Supporting advisers with administrative and client servicing tasks
What We\'re Looking For:
Previous experience within an IFA / Wealth Management environment
Strong attention to detail and a client-first approach
Enthusiasm to learn and progress within Financial Planning
Excellent communication and organisational skills
This is a brilliant opportunity to grow your technical knowledge and develop a rewarding career within a Chartered environment that values its people and promotes from within.
For more information, please contact one of our specialist consultants quoting Ref: NJR16444
Apply Now
