IFA Administrator / Trainee Paraplanner

IFA Administrator / Trainee Paraplanner - Boutique Wealth Management Firm
Location: Northwich, Cheshire (Hybrid Working)
Salary: £25,000 - £30,000 (DOE) + Excellent Benefits

A highly respected boutique firm of Independent Financial Advisors based in Northwich is looking to appoint an experienced IFA Administrator / Trainee Paraplanner to support their continued growth. With over £300M of Funds Under Management and a strong, sustainable business model, the firm offers a stable and rewarding environment for the right candidate.

This is a fantastic opportunity for someone with a background in financial services administration who is looking to develop their career and work towards becoming a Paraplanner. You will join a close-knit, professional team and work alongside experienced Advisors and a Senior Paraplanner, gaining valuable technical knowledge and client exposure.

• Provide high-quality administrative support to the advisory team

• Maintain accurate client records and ensure all documentation is up to date

• Liaise with product providers and clients to progress business efficiently

• Assist with research, suitability reports, and technical analysis

• Work closely with the Senior Paraplanner to learn and develop in the role

• Hybrid Working: 3 days in the office, 2 from home after initial training

• Salary: £25,000 - £30,000 depending on experience

• Comprehensive Benefits Package:

  • Company pension

  • Private healthcare

  • Dental cover

  • Critical illness insurance

  • Profit share scheme

  • Exam support (Diploma in Financial Planning and beyond)

• Experience in a financial services administrative role, ideally within an IFA environment

• Strong attention to detail and excellent organisational skills

• Confident communicator, both written and verbal

• A proactive attitude and a genuine interest in progressing within financial planning

• Ambition to study towards or continue with professional qualifications

This is a long-term opportunity with real scope for progression in a supportive and forward-thinking firm. If you're looking to grow your career in a stable and professional environment, we’d love to hear from you.