Trainee Paraplanner

IFA Administrator/ Trainee Paraplanner Salary up to £32,000 (Experience dependent) Wolverhampton Office-Based Full-TimePrivate Medical insurance Exam supportFree 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 RoleWorking 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 recommendationsObtaining and analysing provider informationPreparing client review documentation and meeting packsManaging new business submissions and servicing requestsLiaising with clients, providers, and third-party organisationsMaintaining accurate client records and ensuring regulatory complianceAssisting with financial research and technical case preparationSupporting the production of suitability reports and recommendations as your experience developsAbout YouWe 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 roleA good understanding of pensions, investments, and financial planning processesExcellent organisational skills and attention to detailStrong communication skills and a professional approach to client serviceThe ability to manage multiple tasks and work effectively within deadlinesA proactive attitude and willingness to learnProgress towards, or an interest in studying towards, professional financial planning qualifications would be advantageousWhat's on OfferClear career progression pathway into ParaplanningOngoing training, mentoring, and professional development supportOpportunity to join a friendly, family-run and highly supportive businessOpen and collaborative working environment where your contribution is genuinely valuedExposure to a broad range of financial planning casesOpportunity to work closely with experienced Advisers and technical specialistsCompetitive salary and benefits packageLong-term career prospects within a growing and client-focused practiceThis 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 NJR16778Due 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.