IFA Admin/ Trainee Paraplanner

Job Description:

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�� 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 [email protected] for a confidential discussion.
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