IFA Admin/ Trainee Paraplanner

Description

Senior Administrator / Paraplanner - Leicester

Location: Leicester (office-based)

Salary: Competitive, dependent on experience

Hours: Full-time, Permanent

Are you an experienced Senior IFA Administrator or Paraplanner looking for a role where your expertise really makes an impact?

This is an exciting opportunity to join a growing, dynamic financial planning firm where you'll take on a varied position combining technical paraplanning duties with high-level administrative support. You'll work closely with advisers, ensure clients receive first-class service, and help guide and mentor junior colleagues as the business continues to grow.

If you enjoy variety, autonomy, and being part of a professional and supportive environment this could be the perfect next step.

Key Responsibilities

Support advisers throughout the client journey from onboarding to annual reviews. Produce suitability reports, fund research, risk reports, and cashflow models. Analyse client policies and create portfolio summaries from Letter of Authority data. Maintain compliance records, including the FCA Daybook. Submit and track new business, ensuring all cases are fully compliant. Liaise with clients, providers, and colleagues to obtain and manage required information. Quality-check reports and documentation produced by junior team members. Assist with adviser diary management, client meeting prep, and review packs. Provide training, guidance, and mentorship to junior team members. Experience & Skills Required

5+ years' experience in a paraplanning or senior IFA administration role. Excellent knowledge of pensions, investments, and protection products. Confident producing suitability reports and client documentation. Strong communication and organisational skills. Proactive, detail-oriented, and able to manage multiple priorities. Experience using FE Analytics, Defaqto, CashCalc, or similar systems. What's On Offer

Competitive salary (dependent on experience) 28 days holiday, increasing by 1 day per year of service (up to +5) Company pension scheme Gym membership On-site parking Bike to Work scheme Quarterly social events and a friendly, supportive team culture Interested?

Apply now or send your CV to for a confidential discussion.

Ad ID: 5417331772