About

IFA Administrator Grantham | Salary up to £28,000Fully Funded Exams & Clear Progression into ParaplanningLooking to build a long-term career in Financial Planning?This is an exciting opportunity to join a growing and highly respected Financial Planning firm offering structured development, funded qualifications, and a defined pathway into Paraplanning.NJR Recruitment is partnering with an established Grantham-based firm that is expanding its team. They are seeking an IFA Administrator / Trainee Paraplanner to support Financial Planners and Paraplanners while developing technical expertise and progressing professionally.You’ll join a friendly, family-feel business with an excellent reputation for delivering bespoke advice to High Net Worth clients — and a genuine commitment to investing in your future.Experience of working within the industry is essential, and you will ideally be working towards the Level 4 Diploma in regulated Financial Planning,The Role:• Supporting Financial Planners and Paraplanners with day-to-day administration• Processing new business across pensions, investments and protection products• Preparing client meeting and review documentation• Liaising with clients and product providers• Maintaining accurate records on back-office systems• Gaining exposure to the full financial planning processAbout You:• Industry-related experience within Financial Planning / IFA is essential• Alternatively, strong transferable experience within financial services• Excellent communication and organisational skills• A genuine interest in progressing into Paraplanning• Motivated, detail-focused and p