IFA Administrator/ Trainee Paraplanner

Heat Recruitment; Dudley; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established financial planning firm is seeking an experienced administrator or trainee paraplanner to join their supportive team. This role offers the chance to contribute to client management by ensuring accurate records and compliance while working in a friendly environment. Ideal candidates will possess strong communication skills and a background in pensions and investments. This is a fantastic opportunity to grow professionally within a well-respected organization that values attention to detail and proactive teamwork.

Benefits

Company Pension

Life Insurance

Free and On-Site Parking

Additional Leave

Company Social Events

Sick Pay

Qualifications

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

Responsibilities

• Update client plans and ensure compliance with regulations.
• Liaise with external providers for accurate valuation information.

Skills

Client Relationship Management

Data Entry Skills

Communication Skills

Organizational Skills

Pensions Knowledge

Investment Products Understanding

Education

Experience in IFA Environment

Job description

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This range is provided by Heat Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

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We’re representing a well-established and growing financial planning firm who are looking to bring an experienced IFA professional into their team to either join the organisation 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 your attention to detail will be highly valued.

The Role

You’ll play a key role in supporting advisers by ensuring client records are up to date, accurate, and compliant. The role involves a variety of administrative duties, particularly around client reviews, and requires 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

• Previous experience in an IFA environment (minimum 1 year required)
• Understanding of pensions and investment products
• High level of accuracy and strong data entry skills
• Organised, methodical and able to manage multiple tasks
• Confident communicator with good phone manner
• Proactive team player who can also work independently
• Company pension
• Life insurance
• Free and on-site parking
• Additional leave
• Company social events
• Sick pay

If you’re an experienced administrator looking for a new challenge within a supportive and professional team, we’d love to speak with you. Apply now for more details.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

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