Trainee Paraplanner

IFA Administrator/ Trainee Paraplanner

Salary up to £32,000 (Experience dependent)

Wolverhampton Office-Based Full-Time

Private Medical insurance

Exam support

Free onsite Parking

Are you an experienced IFA Administrator looking to take the next step in your career?

This is an excellent opportunity to join a well-established, boutique financial planning practice that prides itself on delivering a highly personalised service to its clients. As a small, family-run business, the firm has built a reputation for developing long-term relationships with both clients and employees, fostering a genuinely supportive, open, and friendly working environment.

The successful candidate will join a close-knit team where collaboration, professional development, and employee wellbeing are highly valued. You'll gain valuable exposure to technical financial planning work while benefiting from a clear pathway into Paraplanning, supported by experienced professionals who are invested in your long-term success.

The Role

Working closely with Financial Advisers and experienced Paraplanners, you will provide essential administrative and technical support throughout the advice process while developing the skills and knowledge required to progress into a Paraplanning position.

Key responsibilities will include:

• Supporting Advisers with the preparation and processing of client recommendations
• Obtaining and analysing provider information
• Preparing client review documentation and meeting packs
• Managing new business submissions and servicing requests
• Liaising with clients, providers, and third-party organisations
• Maintaining accurate client records and ensuring regulatory compliance
• Assisting with financial research and technical case preparation
• Supporting the production of suitability reports and recommendations as your experience develops

About You

We are looking for a motivated and career-focused financial services professional who is eager to further develop their technical knowledge and progress within financial planning.

You will ideally have:

• Previous experience within an IFA Administration or Financial Planning support role
• A good understanding of pensions, investments, and financial planning processes
• Excellent organisational skills and attention to detail
• Strong communication skills and a professional approach to client service
• The ability to manage multiple tasks and work effectively within deadlines
• A proactive attitude and willingness to learn
• Progress towards, or an interest in studying towards, professional financial planning qualifications would be advantageous

What's on Offer

• Clear career progression pathway into Paraplanning
• Ongoing training, mentoring, and professional development support
• Opportunity to join a friendly, family-run and highly supportive business
• Open and collaborative working environment where your contribution is genuinely valued
• Exposure to a broad range of financial planning cases
• Opportunity to work closely with experienced Advisers and technical specialists
• Competitive salary and benefits package
• Long-term career prospects within a growing and client-focused practice

This is a fantastic opportunity for an experienced Financial Planning Administrator seeking a new challenge with a forward-thinking and growing Wealth Management firm.

To apply, please submit your CV to NJR Recruitment quoting reference NJR16778

Due to the high volume of applications we receive, we may only be able to respond to candidates whose experience closely matches the requirements of the role.