Trainee Paraplanner

JR United Kingdom; Northwich; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a dedicated IFA Administrator / Trainee Paraplanner to join their professional team in Northwich. This role offers a unique opportunity to develop your career within a supportive environment, where you will gain valuable experience alongside seasoned Advisors and a Senior Paraplanner. With a strong emphasis on professional growth, the firm provides hybrid working arrangements, exam support for financial qualifications, and a range of benefits. If you are passionate about financial planning and eager to progress, this is the perfect opportunity for you.

Benefits

Company Pension

Critical Illness Insurance

Exam Support

Qualifications

• Experience in a financial services administrative role, ideally within an IFA environment.
• Ambition to study towards or continue with professional qualifications.

Responsibilities

• Provide high-quality administrative support to the advisory team.
• Maintain accurate client records and ensure all documentation is up to date.
• Assist with research, suitability reports, and technical analysis.

Skills

Financial Services Administration

Attention to Detail

Organizational Skills

Communication Skills

Proactive Attitude

Education

Diploma in Financial Planning

Job description

Social network you want to login/join with:

A highly respected boutique firm of Independent Financial Advisors based in Northwich is looking to appoint an experienced IFA Administrator / Trainee Paraplanner to support their continued growth. With over £300M of Funds Under Management and a strong, sustainable business model, the firm offers a stable and rewarding environment for the right candidate.

This is a fantastic opportunity for someone with a background in financial services administration who is looking to develop their career and work towards becoming a Paraplanner. You will join a close-knit, professional team and work alongside experienced Advisors and a Senior Paraplanner, gaining valuable technical knowledge and client exposure.

Key Responsibilities

• Provide high-quality administrative support to the advisory team
• Maintain accurate client records and ensure all documentation is up to date
• Liaise with product providers and clients to progress business efficiently
• Assist with research, suitability reports, and technical analysis
• Work closely with the Senior Paraplanner to learn and develop in the role

What’s on Offer

• Hybrid Working: 3 days in the office, 2 from home after initial training
• Company pension
• Critical illness insurance
• Exam support (Diploma in Financial Planning and beyond)

What We’re Looking For

• Experience in a financial services administrative role, ideally within an IFA environment
• Strong attention to detail and excellent organisational skills
• Confident communicator, both written and verbal
• A proactive attitude and a genuine interest in progressing within financial planning
• Ambition to study towards or continue with professional qualifications

This is a long-term opportunity with real scope for progression in a supportive and forward-thinking firm. If you're looking to grow your career in a stable and professional environment, we’d love to hear from you.