IFA Administrator/ Trainee Paraplanner

JR United Kingdom; Dudley; On-site; GBP 25,000 - 35,000; Full time

Job summary

Join a well-established financial planning firm as an IFA Administrator or Trainee Paraplanner. This role offers a supportive environment where attention to detail is paramount. You will be responsible for maintaining accurate client records, managing plan details, and liaising with external providers. Ideal for someone with a background in pensions and investments, this position promises professional growth and a friendly team atmosphere. Enjoy additional benefits like company pension and social events while making a significant impact in a dynamic industry.

Benefits

Company pension

Life insurance

Free on-site parking

Additional leave

Company social events

Sick pay

Qualifications

• Minimum 1 year of experience in an IFA environment.
• Strong data entry skills and attention to detail.

Responsibilities

• Updating client plans and personal information on the back office system.
• Liaising with external providers to obtain accurate valuation information.

Skills

Client management

Data entry

Communication skills

Organizational skills

Pensions knowledge

Investment products knowledge

Education

Experience in IFA environment

Job description

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IFA Administrator/ Trainee Paraplanner, Dudley

Client: Heat Recruitment

Location: Dudley, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views: 4

Posted: 05.05.2025

Expiry Date: 19.06.2025

Job Description:

We’re representing a well-established and growing financial planning firm that is looking to bring an experienced IFA professional into their team. The role can be either as an Administrator or a Trainee Paraplanner, depending on your goals.

This is a fantastic opportunity for someone currently in a similar role or with a background in pensions and investments to join a friendly, professional environment where attention to detail is highly valued.

The Role

You will support advisers by ensuring client records are up to date, accurate, and compliant. The role involves various administrative duties, especially around client reviews, requiring strong communication skills when dealing with providers and internal teams.

Key Responsibilities

• Updating client plans and personal information on the back office system
• Managing details such as plan start dates, contribution and withdrawal schedules, and wrapper data
• Liaising with external providers across product ranges to obtain accurate valuation and fund information
• Requesting electronic valuations via Gateway
• Downloading fund fact sheets and ensuring correct funds are used
• Producing Annual Review Packs for adviser meetings
• Preparing fund fact sheets and simple post-review (MIFID) letters

What We’re Looking For

• Minimum 1 year of experience in an IFA environment
• Understanding of pensions and investment products
• High accuracy and strong data entry skills
• Organized, methodical, and capable of managing multiple tasks
• Confident communicator with a good phone manner
• Proactive team player who can work independently

Additional Benefits

• Company pension
• Life insurance
• Free on-site parking
• Additional leave
• Company social events
• Sick pay

If you are an experienced administrator seeking a new challenge within a supportive and professional team, we’d love to hear from you. Apply now for more details.