IFA Administrator/ Trainee Paraplanner

IFA Administrator/ Trainee Paraplanner Location: Worcester Contract: Permanent, Full-Time Salary up to £38,000 NJR Recruitment is working with a very well established and growing independent financial planning firm (award winning) in Worcester to recruit an experienced IFA Administrator/ Trainee Paraplanner. This is a genuinely varied opportunity for someone who enjoys both the technical and practical sides of financial planning. You will work closely with Financial Advisers, supporting the full client journey from meeting preparation and administration through to research, report writing and new business implementation. Strong hands-on experience of Intelliflo / Intelligent Office is essential. The Role This role 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. 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 ..... full job details .....