IFA Admin/ Trainee Paraplanner
Integro Partners
Remote-friendly Easy apply
Location: Leicester
Salary: Competitive DOE
I’m currently working with a growing wealth management firm that is looking to appoint an experienced Financial Services Administrator to join its support team in Leicester.
This opportunity would suit someone with experience within an IFA or wealth management environment who enjoys working in a varied role supporting advisers and clients across the full financial planning process.
The Role
- Supporting advisers with client servicing and financial planning administration
- Managing client documentation and maintaining accurate CRM records
- Liaising with providers to obtain policy and investment information
- Processing letters of authority and supporting business submissions
- Preparing annual review documentation and portfolio valuations
- Assisting with fund research and financial planning reports
- Supporting client meeting preparation and follow-up administration
- Managing shared inboxes, incoming calls, and general office coordination
- Previous experience within a financial services administration role
- Strong understanding of financial planning processes and documentation
- Excellent organisational skills and attention to detail
- Confident communication skills when dealing with clients, advisers, and providers
- Ability to manage multiple tasks and work efficiently in a busy environment
- Experience using CRM systems and Microsoft Office
- Exposure to financial planning tools and research systems would be beneficial
- Competitive salary depending on experience
- Supportive and collaborative working environment
- Long-term progression opportunities within a growing business
- Strong team culture and employee benefits package
- Exposure to a broad range of financial planning work
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