Eventus Recruitment are seeking a full-time permanent IFA Administrator / Trainee Paraplanner to join a highly successful Financial Planning business based near Crewe, Cheshire. This exciting career-enhancing IFA Administrator / Trainee Paraplanner job offers the opportunity to progress into a full Paraplanner position within a supportive and growth-focused team. The hiring company provides a collaborative learning environment, flexible working hours (core hours 10am–4pm), and structured study support for Level 4 RO exams. This permanent job is based near Crewe, Cheshire and offers further benefits including an Aviva salary sacrifice pension scheme (5% employer contribution) and Group Life Cover (3x salary). Working hours are 9am – 5pm, Monday to Friday. The vacancy has arisen due to ongoing business expansion and continued investment in their people.

Job Responsibilities

In this IFA Administrator / Trainee Paraplanner job, the incoming applicant will support senior financial planners by assisting with research, administration, and the preparation of financial planning documentation. This IFA Administration and Trainee Paraplanning job will involve the following duties:

Paraplanning responsibilities:

• Assisting in the preparation of detailed financial plans and reports.
• Supporting research on financial products, investment strategies, and market conditions.
• Analysing client portfolios and providing recommendations based on findings.
• Maintaining accurate and up-to-date client records and financial data.
• Ensuring compliance with regulatory requirements and company policies.

IFA Administration responsibilities:

• Assisting Independent Financial Advisers in administering financial plans and investment proposals.
• Maintaining, setting up, and updating internal client files and records.
• Processing account applications, transfers, and other paperwork.
• Servicing existing business including policy surrenders, fund switches, and policy changes.
• Managing administration tasks on the back-office software system.
• Preparing paperwork for client meetings including valuations, review packs, and new business documents.
• Liaising with product providers and third parties to ensure timely progression of cases.
• Processing Letters of Authority.
• Arranging client meetings.
• Making telephone calls to providers and communicating with clients via telephone and email.

Person Specification

This IFA Administrator / Trainee Paraplanner job seeks an individual with a strong interest in progressing within financial planning. The incoming professional should demonstrate the following skills, experience, and attributes:

• Paraplanning experience would be highly advantageous.
• Working towards RO exams, or a strong desire to begin studying.
• Proficient in Microsoft Office Suite and financial planning systems.
• Strong written and verbal communication skills.
• Ability to work both independently and collaboratively within a team environment.
• A genuine commitment to building a long-term career in financial planning and achieving relevant qualifications,

Benefits and Rewards

The incoming IFA Administrator / Trainee Paraplanner will enjoy working within a modern, supportive Financial Planning team that prioritises professional development and career progression. In addition to flexible working hours and dedicated training, the hiring company offers:

• Flexible working hours policy (core hours 10am – 4pm).
• Study support for Level 4 RO exams.
• Aviva salary sacrifice pension scheme (5% employer contribution).
• Income Protection – 75% of salary.
• Group Life Cover (death in service) – 3 x salary.
• Hybrid or remote working: [Information not provided].
• Salary: [Information not provided].

About the Company

The employer is a modern Financial Planning business situated near Crewe, Cheshire, with a forward-thinking approach to delivering high-quality financial advice. They have invested significantly in a bespoke back-office system to enhance efficiency, streamline processes, and elevate the client experience. The hiring company believes that its people are fundamental to its success and actively fosters an environment in which problems are solved collaboratively and clients receive exceptional service. Their culture emphasises teamwork, innovation, and continuous professional development.

Next Steps

Apply now if your skills and experience align with this IFA Administrator / Trainee Paraplanner job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Group via email at duncan.mcilroy@eventusfinance.com or phone 07950 472 004 for a confidential discussion.

If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career.

The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.