Trainee Paraplanner

IFA Administrator/ Trainee Paraplanner Salary up to £32,000 (Experience dependent) Wolverhampton Office-Based Full-TimePrivate Medical insurance Exam supportFree onsite Parking Are you an experienced IFA Administrator looking to take the next step in your career?This is an excellent opportunity to join a well-established, boutique financial planning practice that prides itself on delivering a highly personalised service to its clients. As a small, family-run business, the firm has built a reputation for developing long-term relationships with both clients and employees, fostering a genuinely supportive, open, and friendly working environment.The successful candidate will join a close-knit team where collaboration, professional development, and employee wellbeing are highly valued. You''ll gain valuable exposure to technical financial planning work while benefiting from a clear pathway into Paraplanning, supported by experienced professionals who are invested in your long-term success.The RoleWorking closely with Financial Advisers and experienced Paraplanners, you will provide essential administrative and technical support throughout the advice process while developing the skills and knowledge required to progress into a Paraplanning position.Key responsibilities will include:Supporting Advisers with the preparation and processing of client recommendationsObtaining and analysing provider informationPreparing client review documentation and meeting packsManaging new business ..... full job details .....