Recruiting now
| Posted: | 16/03/26 | |
| Recruiter: | NJR Recruitment | |
| Reference: | 3085438815 | |
| Type: | Permanent | |
| Salary: | £28,000 - £34,000 Annual | |
| Location: | Altrincham, Cheshire | |
| Description: | IFA Administrator & Junior Paraplanner Location: South Manchester Salary: Salary between £28,000 - £34,000 We are currently recruiting for an IFA Administrator / Junior Paraplanner to join a respected financial services firm in South Manchester. This role supports advisers in delivering a high-quality client experience, ensuring accurate documentation, efficient workflow management, and strong compliance standards. This is an excellent opportunity for an organised and detail-focused Administrator looking to develop within the financial services sector. Role Overview As a IFA Administrator / Junior Paraplanner, you will prepare essential review documentation, maintain accurate data, produce outcome reports, and coordinate key administrative tasks. You will play an integral part in maintaining smooth client processes and supporting adviser workflow. Key Responsibilities Client Review & Reporting " Produce valuation reports and Progress Check Packs ahead of client review meetings " Prepare and issue disclosure packs for annual reviews " Create No Change Review Reports summarising adviser discussions, confirming ATR and suitability " Compile Client Review Packs for new or acquired clients, gathering key investment information " Support the creation of simpler paraplanning reports (Fund Switches, Withdrawals, Bed & ISA), following appropriate training Administrative & Data Management " Prepare and issue application forms, ensuring all documentation is complete and compliant " Maintain and update client data accurately within Xplan Teamwork & Workflow " Manage tasks you are trained and signed off to complete, with progression opportunities as skills grow " Collaborate with colleagues to ensure timely delivery of all client servicing requirements Key Attributes & Skills " Confident user of Excel and Word " Strong written communication and high attention to detail " Highly organised with the ability to prioritise workloads " Proactive team player with a willingness to learn " Experience using Xplan is advantageous but not essential Package & Benefits " Competitive salary " Hybrid working available after probation " 25 days holiday + bank holidays " Birthday holiday " Group pension scheme (5% company contribution) " On-site gym " Health Shield plan " Free on-site parking Apply today via NJR Recruitment, quoting the reference NJR16501 Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you. | |