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IFA Administrator/Trainee Paraplanner

Full Time in Admin Support , in Paraplanning
  • Additional package info + attractive annual bonus, study support & full company benefits

Job Description

The Company: Regionally recognised, award winning IFA firm based in Wetherby looking to add an industry experienced Financial Planning Administrator to their back-office support team – This will suit those looking for development into paraplanning work short/medium-term with that progression path very much supported.

  • Office Location: Wetherby
  • Hybrid/Home Working: 100% office-based


Package: £25-30k DOE + discretionary bonus and full company benefits

  • Benefits: 4% pension, 4xDIS, PMI & full study support to Diploma via the CII
  • Holidays: 27-days holiday + stats
  • Bonus: Discretionary, paid annually


The Role: To work collaboratively with Financial Planners & Paraplanners to ensure that clients receive an exceptional level of service. You will managing key client relationships and co-ordinate, manage and implement administration for clients – Duties include:

  • Processing all new and existing business across investments and pensions work
  • Gathering client information on existing investments
  • Preparing documents for meetings ensuring client records are up to date and accurate
  • Have regular communication with clients providing them with progress updates as required
  • Co-ordinate all administration during both the client onboarding and delivery process ensuring that any meeting follow up is actioned accordingly


The Person: The successful candidate must come from an IFA/wealth management/investments management background and be very process driven! You will be able to prioritise busy workloads effectively and be a good all-round communicator:

  • Required: Previous financial services experience is preferred but is not essential but you must have previous office-based experience
  • Required: Excellent communication skills both written and verbal as well as being IT literate
  • Preferred: Be motivated to study towards the QCF level 4 Diploma and ultimately take on research/report responsibilities in future


What Next? Further questions? Keen to apply & register your interest? Please get in touch asap: Chris – 07891479277 |

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