Senior IFA Administrator / Trainee Paraplanner

Role: Senior IFA Admin/Trainee Paraplanner

Location: Wolverhampton

Basic Salary: Up to £40,000

Hours: 9am - 5pm, Monday - Friday

About our client and the role:

Swarm Recruitment are delighted to be supporting a small, family-run independent financial planning firm, in their search for a Senior IFA Administrator/Trainee Paraplanner/Paraplanner. They specialise in wealth management, retirement planning, investments, protection and mortgages, with a strong emphasis on holistic advice and long-term client relationships.

The firm offers a genuinely supportive and friendly working environment, with a close-knit team of 7 - 8 staff who work collaboratively and maintain a positive workplace culture. The team is known for being approachable, hardworking, and efficient, creating a stable and enjoyable place to work.

This is a fantastic opportunity to join a well-established, financial planning firm with a strong reputation, loyal client base and growing book of clients. As a smaller independent practice, the role will be broader than a typical paraplanning position and will involve some IFA Administration also. The successful candidate would be expected to work closely with advisers, contribute to the end-to-end client journey, and help maintain the firm's personalised, relationship-driven approach to financial planning

This role would suit an IFA Administrator looking to step up to a Paraplanner position or a "career paraplanner" who is looking for long-term stability and values being part of a consistent, well-functioning team. The business is keen to invest in the right individual - whether that's someone experienced and self-sufficient or someone earlier in their journey who is eager to develop within paraplanning.

You will be joining a firm that values reliability, personality fit, and a strong work ethic, offering a competitive salary and the opportunity to play a key role in supporting a busy and successful practice.

Salary & Benefits:

• £30,000 - £40,000 dependant on experience
• Support for undertaking professional exams
• Full-time office based
• 20 days annual leave plus bank holidays
• 5% Employer Contribution
• Private Medical Cover
• Annual discretionary bonus
• Friendly and welcoming team

Working Hours:

• Monday - Friday, 9am - 5pm
• Fully office based

Responsibilities:

• Prepare high-quality suitability reports covering pensions, investments and retirement planning
• Conduct technical research and analysis to support advisers in developing tailored financial planning solutions for clients.
• Analyse existing arrangements and make recommendations aligned with clients' objectives, risk profiles, and financial circumstances.
• Produce cashflow modelling and financial planning forecasts to support client advice and retirement planning strategies
• Gather and interpret client information, including assets, liabilities, income, expenditure, and existing financial products
• Liaise with providers, platforms, and third parties to obtain policy information, valuations, illustrations, and technical data
• Support advisers in preparing for client meetings, annual reviews, and ongoing servicing requirements
• Ensure recommendations and documentation comply with FCA regulations and internal compliance standards.
• Maintain accurate and detailed client records
• Assist with the implementation of new business and ongoing client servicing activities
• Keep up to date with changes in legislation, taxation, pensions, investments, and financial planning practices
• Work closely with advisers and support staff to deliver a seamless and high-quality client experience

Essential skills and experience:

• The role welcomes candidates with financial planning/IFA administration experience looking to step into paraplanning, as well as experienced paraplanners seeking a long-term 'career paraplanning' role
• Knowledge of financial planning administration, tax, pensions, and investment
• Excellent attention to detail
• Strong communication skills and a client-centric approach
• A team-player with the ability to work well with other team members as well as on their own initiative

Desirable:

• Experience writing suitability reports across pensions, investments, protection, and retirement planning
• Experience producing cashflow modelling and financial planning analysis
• Ability to manage multiple cases and deadlines effectively
• Diploma qualified (Level 4) or working towards

By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.