IFA Administrator

Capio Recruitment Financial Planning

Posted 3 days ago, valid for 12 hours

Sheffield, South Yorkshire S5 8DP

Full Time

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Sonic Summary

The role of IFA Administrator / Trainee Paraplanner offers a salary range of £24,000 to £30,000 and is fully office-based.
The position is with a well-established professional services firm that operates across Yorkshire and Derbyshire.
Candidates are required to have a minimum of 3 years of financial services experience, with additional knowledge of FCA regulations being desirable.
The job involves supporting Financial Advisers with client administration, new business processing, and general administrative tasks.
Benefits include flexible working hours, full study support, and 25 days of annual leave plus bank holidays.

Role: IFA Adminsitrator / Trainee Paraplanner

Salary: £24,000 - £30,000

Fully Office Based

A well-established, multi-disciplinary professional services firm is seeking a Financial Planning Administrator / Trainee Paraplanner to join their support team. With multiple offices across Yorkshire and Derbyshire, they provide client-focused financial advice tailored to individual needs.

About the Role

As a Financial Planning Assistant / Trainee Paraplanner, you will play a key role in supporting Financial Advisers, ensuring the efficient and smooth delivery of financial advice. This is an excellent opportunity for an experienced financial services professional looking to develop their career within a reputable, independent firm.

Responsibilities

Client administration
Handling stationery and post
New business processing (pre- and post-sale)
Assisting with client reviews
Managing group schemes
General administrative support

Experience & Skills Required

3+ years of financial services experience (essential)
Knowledge of FCA regulations (desirable)
Senior administration or paraplanning experience (desirable)

Benefits

Flexible working hours
Death in Service x4
Full study support
25 days annual leave + bank holidays + buy/sell scheme
Cycle to work scheme
Reduced wills/probate costs
Health Cash Plan
Weekly fruit box & snack honesty box

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