IFA Admin/ Trainee Paraplanner

Description:

Experienced Financial Services Administrator
Location: Leicester
Salary: Competitive DOE
I’m currently working with a growing wealth management firm that is looking to appoint an experienced Financial Services Administrator to join its support team in Leicester.
This opportunity would suit someone with experience within an IFA or wealth management environment who enjoys working in a varied role supporting advisers and clients across the full financial planning process.
The Role

Supporting advisers with client servicing and financial planning administration
Managing client documentation and maintaining accurate CRM records
Liaising with providers to obtain policy and investment information
Processing letters of authority and supporting business submissions
Preparing annual review documentation and portfolio valuations
Assisting with fund research and financial planning reports
Supporting client meeting preparation and follow-up administration
Managing shared inboxes, incoming calls, and general office coordination What They’re Looking For

Previous experience within a financial services administration role
Strong understanding of financial planning processes and documentation
Excellent organisational skills and attention to detail
Confident communication skills when dealing with clients, advisers, and providers
Ability to manage multiple tasks and work efficiently in a busy environment
Experience using CRM systems and Microsoft Office
Exposure to financial planning tools and research systems would be beneficial What’s on Offer

Competitive salary depending on experience
Supportive and collaborative working environment
Long-term progression opportunities within a growing business
Strong team culture and employee benefits package
Exposure to a broad range of financial planning work If this could be of interest, please apply or get in touch for a confidential discussion