Technical IFA Administrator / Trainee Paraplanner

Cranleigh Personnel
28000.00 - 35000.00 GBP Annual
03 Nov 2023
30 Nov 2023
Contract Type
Full Time

Technical IFA Administrator / Trainee Paraplanner

Location: Hungerford, Berkshire

Salary GBP28,000 - GBP35,000

Are you a Technical IFA Administrator / Trainee Paraplanner who wants to progress your technical skills?

  • Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?

  • Or have you been promised exams or study support, and this hasn't materialised? Or is your salary now not reflecting your technical admin experience?

  • Would you like to work for a company who are committed to career development and are looking to progress through the business?

If so, we have the opportunity for you .

Company/Role Information

  • You will have been working within a dual IFA Administration / Junior Paraplanner role whilst you progress through your qualifications and gain more technical experience.

  • This is working with ultra high net worth clients and involved in technical calculations and project based client planning. The level of client care within the firm is on a completely different level and therefore it's an incredibly collaborative environment to work out the best plan for each client.

  • Our client is a boutique, independent IFA who have an established and expanding client bank

  • Working in an established practice with strong procedures and processes, you will be working in a close knit team of 4

NB: Due to the rural location of the office, you would require your own mode of transportation


  • Full exam support to complete your diploma / chartered exams

  • 24 days holiday - hours 9am - 5.30pm + Additional day off for your bday and closed over Xmas

  • Ample parking at office


  • Minimum 1 year's experience working as an IFA Administrator / Trainee Paraplanner

  • Excellent attention to detail and competent on CRM systems

  • Fantastic telephone manner and strong inter-personal and relationship building skills

So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail