IFA Admin/ Trainee Paraplanner

Integro Partners; Leicester Forest East; On-site; GBP 60,000 - 80,000; Full time

Job summary

A growing financial planning firm is seeking a Senior Administrator / Paraplanner to provide key support to advisers and clients. The ideal candidate has over 5 years’ experience in paraplanning or IFA administration and will play a critical role in ensuring compliance and producing detailed reports. The position offers a competitive salary, 28 days holiday, and various employee benefits including gym membership and a pension scheme.

Benefits

28 days holiday, increasing by 1 day per year

Company pension scheme

Gym membership

On-site parking

Bike to Work scheme

Quarterly social events

Qualifications

• 5+ years' experience in a paraplanning or senior IFA administration role.
• Confident producing suitability reports and client documentation.
• Proactive, detail-oriented, and able to manage multiple priorities.

Responsibilities

• Support advisers throughout the client journey from onboarding to annual reviews.
• Produce suitability reports, fund research, risk reports, and cashflow models.
• Assist with adviser diary management, client meeting prep, and review packs.

Skills

Experience in paraplanning or senior IFA administration

Knowledge of pensions, investments, and protection products

Production of suitability reports

Strong communication skills

Strong organisational skills

Experience with FE Analytics

Detail-oriented

Tools

FE Analytics

Defaqto

CashCalc

Job description

Overview

Senior Administrator / Paraplanner - Leicester
Location: Leicester (office-based)
Salary: Competitive, dependent on experience
Hours: Full-time, Permanent
Are you an experienced Senior IFA Administrator or Paraplanner looking for a role where your expertise really makes an impact?
This is an exciting opportunity to join a growing, dynamic financial planning firm where you\'ll take on a varied position combining technical paraplanning duties with high-level administrative support. You\'ll work closely with advisers, ensure clients receive first-class service, and help guide and mentor junior colleagues as the business continues to grow.
If you enjoy variety, autonomy, and being part of a professional and supportive environment this could be the perfect next step.

Key Responsibilities

• Support advisers throughout the client journey from onboarding to annual reviews.
• Produce suitability reports, fund research, risk reports, and cashflow models.
• Analyse client policies and create portfolio summaries from Letter of Authority data.
• Maintain compliance records, including the FCA Daybook.
• Submit and track new business, ensuring all cases are fully compliant.
• Liaise with clients, providers, and colleagues to obtain and manage required information.
• Quality-check reports and documentation produced by junior team members.
• Assist with adviser diary management, client meeting prep, and review packs.
• Provide training, guidance, and mentorship to junior team members.

Experience & Skills Required

• 5+ years\' experience in a paraplanning or senior IFA administration role.
• Excellent knowledge of pensions, investments, and protection products.
• Confident producing suitability reports and client documentation.
• Strong communication and organisational skills.
• Proactive, detail-oriented, and able to manage multiple priorities.
• Experience using FE Analytics, Defaqto, CashCalc, or similar systems.

What\u2019s On Offer

• Competitive salary (dependent on experience)
• 28 days holiday, increasing by 1 day per year of service (up to +5)
• Company pension scheme
• Gym membership
• On-site parking
• Bike to Work scheme
• Quarterly social events and a friendly, supportive team culture

Interested?

Apply now or send your CV to for a confidential discussion.