Trainee Paraplanner

mbf; Northwich; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

An established industry player is seeking a Senior Recruitment Professional to join their close-knit team in Northwich. This role offers a fantastic opportunity for an experienced IFA Administrator or Trainee Paraplanner to support a respected firm of Independent Financial Advisors. You will gain invaluable exposure to client interactions and develop your skills alongside seasoned professionals. The company promotes hybrid working, allowing flexibility after initial training, and provides support for professional qualifications. If you're looking to grow your career in a stable and rewarding environment, this position is perfect for you.

Benefits

Company Pension

Critical Illness Insurance

Exam Support

Qualifications

• Experience in financial services administration, ideally in an IFA environment.
• Strong attention to detail and excellent organizational skills.

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

Communication Skills

Organizational Skills

Proactive Attitude

Education

Diploma in Financial Planning

Job description

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

Senior Recruitment Professional - Financial Services

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.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

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