Position details
IFA ADMINISTRATOR/ TRAINEE PARAPLANNER
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Worcester
£30000 - £38000 19/10/2026
NJR17071
£30000 - £38000 19/10/2026
NJR17071
DESCRIPTION
IFA Administerator/ Trainee Paraplanner – Award-Winning Boutique Financial Planning Firm
Salary up to £38,000
NJR Recruitment is delighted to be working with an award-winning, boutique Independent Financial Planning firm in Worcester to recruit an experienced Adviser Support / Paraplanner.
This is an exciting opportunity to join a highly regarded and growing business that has built its reputation through delivering a personal, high-quality financial planning service to its clients.
As a boutique firm, the successful candidate will enjoy working within a close-knit and collaborative environment, with genuine exposure to the wider financial planning process and the opportunity to work closely with experienced Financial Advisers.
This is a genuinely varied role for someone who enjoys both the technical and practical sides of financial planning. You will be involved throughout the client journey, from meeting preparation and client administration through to technical research, report writing and new business implementation.
Strong hands-on experience of Intelliflo / Intelligent Office is essential.
The Role
This position would suit either an experienced Financial Services Administrator looking to develop further into Paraplanning, or an experienced Paraplanner who enjoys being involved with clients, advisers and the progression of cases.
You will take ownership of a varied workload, moving comfortably between adviser support, client administration, technical research and paraplanning responsibilities.
Working within a boutique environment means you will have the opportunity to make a real contribution to the business and develop a broad understanding of the advice process, rather than being restricted to one particular area.
Key Responsibilities
Managing and progressing adviser workflows, cases, tasks and client actions through Intelliflo.
Maintaining accurate and comprehensive client records, fact finds and documentation.
Preparing for new client, annual and interim review meetings.
Gathering and analysing client information.
Liaising directly with clients via telephone, email, Microsoft Teams and written correspondence.
Conducting financial planning research and analysis to support adviser recommendations.
Assessing client objectives, attitude to risk, capacity for loss, investment timescales and personal circumstances.
Undertaking research across pensions, investments, protection and tax-efficient planning.
Preparing clear, accurate and compliant suitability reports and annual review documentation.
Supporting cashflow modelling and other financial planning tools.
Carrying out investment and portfolio analysis, including performance, charges and rebalancing.
Comparing products, providers and financial solutions.
Preparing cost and charge comparisons and supporting calculations.
Submitting and tracking new business with providers and platforms.
Processing pensions, ISAs, GIAs, bonds and other investment business.
Processing fund switches, portfolio transfers, withdrawals and other client instructions.
Liaising with providers and platforms and following cases through to completion.
Setting up and maintaining initial and ongoing adviser fees.
Ensuring recommendations are properly researched, evidenced and documented.
Identifying outstanding actions and proactively progressing them.
Working collaboratively with Advisers and colleagues to deliver an excellent client experience.
About You
You will ideally have:
Strong working experience of Intelliflo / Intelligent Office – essential.
Previous experience within an IFA or financial planning environment.
Experience supporting Financial Advisers and progressing client cases through to implementation.
Experience undertaking financial planning research and analysis.
Experience preparing suitability reports and/or client review documentation.
Good technical knowledge across pensions, investments, taxation, protection and financial planning.
Strong analytical and problem-solving skills.
Excellent written and verbal communication skills.
The ability to explain complex information clearly and professionally.
Excellent attention to detail.
Strong organisational and time-management skills.
The ability to manage multiple cases and changing priorities.
Confidence communicating with clients, advisers and providers.
A proactive approach, with the ability to take ownership of work from beginning to end.
Qualifications
Ideally, you will hold or be working towards the CII Level 4 Diploma in Regulated Financial Planning, or an equivalent recognised qualification.
Strong relevant experience will also be considered, particularly where you are actively working towards professional qualifications.
Systems & Technology
As a modern, technology-enabled financial planning business, strong systems knowledge is important.
In particular, you will need to be confident using Intelliflo to:
Maintain accurate client records and fact-find information.
Manage adviser workflows, tasks and case progression.
Record and track client servicing and new business.
Maintain complete and accessible documentation.
Manage workloads, deadlines and outstanding actions.
Experience with the following would also be advantageous:
Microsoft 365, including Outlook, Word, Excel, PowerPoint and Teams.
FE Analytics.
Dynamic Planner or similar research tools.
Cashflow modelling systems.
Risk profiling and portfolio analysis tools.
Provider platforms and online new business systems.
Investment performance analysis.
Portfolio rebalancing.
Cost comparisons and financial calculations.
The Person
Technical ability is important, but so is personality.
As a boutique financial planning business, the firm places real value on its people, its relationships and the quality of service it provides. The successful candidate will therefore be someone who is:
Warm and approachable, with a professional but down-to-earth manner.
A genuine team player, willing to share knowledge and support colleagues.
Positive and proactive, taking responsibility and looking for solutions.
Adaptable and comfortable moving between technical, administrative and client-facing responsibilities.
Curious, with a genuine interest in developing technical knowledge.
Client-focused and understanding of the importance behind every task and recommendation.
Professional, whilst contributing to a friendly and supportive working environment.
Keen to develop a long-term career within a successful and growing financial planning business.
Why Join?
This is an opportunity to join an award-winning, boutique Independent Financial Planning firm where you will have genuine exposure to the wider advice process and the opportunity to work closely with experienced Advisers.
The firm\'s boutique structure means you will be joining a close-knit team where your contribution is visible and valued, rather than becoming one person within a large corporate environment.
You will have the opportunity to:
Work closely with experienced Financial Advisers.
Gain broad exposure across the complete financial planning process.
Develop your technical expertise across pensions, investments, protection and wider financial planning.
Build strong client relationships and develop your client-facing experience.
Take ownership of cases from initial preparation through to implementation.
Develop your paraplanning and technical capabilities.
Work within an award-winning business with a strong reputation for the quality of its client service.
Build a long-term career within a growing and progressive financial planning firm.
If you are an experienced IFA Administrator, Adviser Support professional or Paraplanner with strong Intelliflo experience, and you enjoy combining adviser support, technical research, client service and paraplanning, we\'d love to hear from you.
Apply today via NJR Recruitment or call quoting reference NJR17071
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.
Salary up to £38,000
NJR Recruitment is delighted to be working with an award-winning, boutique Independent Financial Planning firm in Worcester to recruit an experienced Adviser Support / Paraplanner.
This is an exciting opportunity to join a highly regarded and growing business that has built its reputation through delivering a personal, high-quality financial planning service to its clients.
As a boutique firm, the successful candidate will enjoy working within a close-knit and collaborative environment, with genuine exposure to the wider financial planning process and the opportunity to work closely with experienced Financial Advisers.
This is a genuinely varied role for someone who enjoys both the technical and practical sides of financial planning. You will be involved throughout the client journey, from meeting preparation and client administration through to technical research, report writing and new business implementation.
Strong hands-on experience of Intelliflo / Intelligent Office is essential.
The Role
This position would suit either an experienced Financial Services Administrator looking to develop further into Paraplanning, or an experienced Paraplanner who enjoys being involved with clients, advisers and the progression of cases.
You will take ownership of a varied workload, moving comfortably between adviser support, client administration, technical research and paraplanning responsibilities.
Working within a boutique environment means you will have the opportunity to make a real contribution to the business and develop a broad understanding of the advice process, rather than being restricted to one particular area.
Key Responsibilities
Managing and progressing adviser workflows, cases, tasks and client actions through Intelliflo.
Maintaining accurate and comprehensive client records, fact finds and documentation.
Preparing for new client, annual and interim review meetings.
Gathering and analysing client information.
Liaising directly with clients via telephone, email, Microsoft Teams and written correspondence.
Conducting financial planning research and analysis to support adviser recommendations.
Assessing client objectives, attitude to risk, capacity for loss, investment timescales and personal circumstances.
Undertaking research across pensions, investments, protection and tax-efficient planning.
Preparing clear, accurate and compliant suitability reports and annual review documentation.
Supporting cashflow modelling and other financial planning tools.
Carrying out investment and portfolio analysis, including performance, charges and rebalancing.
Comparing products, providers and financial solutions.
Preparing cost and charge comparisons and supporting calculations.
Submitting and tracking new business with providers and platforms.
Processing pensions, ISAs, GIAs, bonds and other investment business.
Processing fund switches, portfolio transfers, withdrawals and other client instructions.
Liaising with providers and platforms and following cases through to completion.
Setting up and maintaining initial and ongoing adviser fees.
Ensuring recommendations are properly researched, evidenced and documented.
Identifying outstanding actions and proactively progressing them.
Working collaboratively with Advisers and colleagues to deliver an excellent client experience.
About You
You will ideally have:
Strong working experience of Intelliflo / Intelligent Office – essential.
Previous experience within an IFA or financial planning environment.
Experience supporting Financial Advisers and progressing client cases through to implementation.
Experience undertaking financial planning research and analysis.
Experience preparing suitability reports and/or client review documentation.
Good technical knowledge across pensions, investments, taxation, protection and financial planning.
Strong analytical and problem-solving skills.
Excellent written and verbal communication skills.
The ability to explain complex information clearly and professionally.
Excellent attention to detail.
Strong organisational and time-management skills.
The ability to manage multiple cases and changing priorities.
Confidence communicating with clients, advisers and providers.
A proactive approach, with the ability to take ownership of work from beginning to end.
Qualifications
Ideally, you will hold or be working towards the CII Level 4 Diploma in Regulated Financial Planning, or an equivalent recognised qualification.
Strong relevant experience will also be considered, particularly where you are actively working towards professional qualifications.
Systems & Technology
As a modern, technology-enabled financial planning business, strong systems knowledge is important.
In particular, you will need to be confident using Intelliflo to:
Maintain accurate client records and fact-find information.
Manage adviser workflows, tasks and case progression.
Record and track client servicing and new business.
Maintain complete and accessible documentation.
Manage workloads, deadlines and outstanding actions.
Experience with the following would also be advantageous:
Microsoft 365, including Outlook, Word, Excel, PowerPoint and Teams.
FE Analytics.
Dynamic Planner or similar research tools.
Cashflow modelling systems.
Risk profiling and portfolio analysis tools.
Provider platforms and online new business systems.
Investment performance analysis.
Portfolio rebalancing.
Cost comparisons and financial calculations.
The Person
Technical ability is important, but so is personality.
As a boutique financial planning business, the firm places real value on its people, its relationships and the quality of service it provides. The successful candidate will therefore be someone who is:
Warm and approachable, with a professional but down-to-earth manner.
A genuine team player, willing to share knowledge and support colleagues.
Positive and proactive, taking responsibility and looking for solutions.
Adaptable and comfortable moving between technical, administrative and client-facing responsibilities.
Curious, with a genuine interest in developing technical knowledge.
Client-focused and understanding of the importance behind every task and recommendation.
Professional, whilst contributing to a friendly and supportive working environment.
Keen to develop a long-term career within a successful and growing financial planning business.
Why Join?
This is an opportunity to join an award-winning, boutique Independent Financial Planning firm where you will have genuine exposure to the wider advice process and the opportunity to work closely with experienced Advisers.
The firm\'s boutique structure means you will be joining a close-knit team where your contribution is visible and valued, rather than becoming one person within a large corporate environment.
You will have the opportunity to:
Work closely with experienced Financial Advisers.
Gain broad exposure across the complete financial planning process.
Develop your technical expertise across pensions, investments, protection and wider financial planning.
Build strong client relationships and develop your client-facing experience.
Take ownership of cases from initial preparation through to implementation.
Develop your paraplanning and technical capabilities.
Work within an award-winning business with a strong reputation for the quality of its client service.
Build a long-term career within a growing and progressive financial planning firm.
If you are an experienced IFA Administrator, Adviser Support professional or Paraplanner with strong Intelliflo experience, and you enjoy combining adviser support, technical research, client service and paraplanning, we\'d love to hear from you.
Apply today via NJR Recruitment or call quoting reference NJR17071
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.
Apply Now
