IFA Administrator / Trainee Paraplanner - The Eventus Recruitment Group : Job Details

An excellent opportunity has arisen for an IFA Administrator / Trainee Paraplanner to join a growing and forward-thinking Financial Planning business based near Crewe, Cheshire. This is a permanent job offering genuine progression into a full Paraplanner position, full study support for Level 4 RO exams, and a friendly, collaborative team environment. If you are looking for IFA Administrator jobs, Trainee Paraplanner jobs, or Financial Planning Administrator jobs in the Crewe or Cheshire area, this opportunity offers strong development and long-term career prospects.

Working hours are 9am–5pm, Monday to Friday, with flexible core working hours from 10am–4pm.

This IFA Administrator / Trainee Paraplanner job will involve supporting Financial Planners with a blend of administration, research and report preparation. Duties include:

Paraplanning responsibilities:

• Assisting with the preparation of financial plans and suitability reports.
• Conducting product and investment research.
• Analysing client portfolios and contributing to planning recommendations.
• Maintaining accurate and compliant client records.

IFA administration responsibilities:

• Processing new business applications, transfers and Letters of Authority.
• Updating client files and managing data on back-office systems.
• Preparing valuations, review packs and documentation for client meetings.
• Servicing existing policies including fund switches, surrenders and amendments.
• Liaising with clients, advisers, providers and third parties.
• Managing general office administration and supporting daily operational tasks.

To be successful in this IFA Administrator / Trainee Paraplanner job, you should have:

• Experience as an IFA Administrator, Financial Planning Administrator or Trainee Paraplanner.
• Paraplanning experience beneficial but not essential.
• Progress towards RO exams, or a strong desire to begin studying.
• Strong communication skills and attention to detail.
• Good IT skills and confidence using Microsoft Office.
• Ability to manage workload independently and work as part of a small team.
• Motivation to build a long-term career in financial planning.

• Salary between £32,000 and £36,000 depending on experience.
• Flexible working hours (core hours 10am–4pm).
• Study support for Level 4 RO exams.
• Aviva salary sacrifice pension scheme (5% employer contribution).
• Income Protection (75% salary).
• Group Life Cover (3x salary).
• Positive team culture with strong support and development.

Hybrid or remote working: [Information not provided]

The employer is a modern and supportive Financial Planning firm located near Crewe, Cheshire. The business has invested in a bespoke back-office system to improve efficiency, enhance adviser support and deliver an excellent client experience. The team is committed to professional development and works collaboratively to provide high-quality financial planning services. This is an excellent environment for those seeking financial planning jobs or paraplanning jobs in the Cheshire area.

To apply for this IFA Administrator / Trainee Paraplanner job or for more information about similar financial planning jobs in Crewe and Cheshire, please contact Duncan McIlroy at the Eventus recruitment Group.