Trainee Paraplanner – Financial Service Experience required

Job description

OverviewAre you an experienced IFA Administrator looking for your next long-term opportunity? This is an excellent chance to join a highly respected independent financial advice firm with a fantastic culture of togetherness, teamwork, and professional growth.

The successful candidate will have experience as an IFA Administrator, with good knowledge of a range of financial services, wanting to progress to a Paraplanner.

Responsibilities

Deliver full paraplanning support and suitability reports

Manage workload and meet deadlines

Ensure compliance and accuracy

Communicate professionally with clients

Interpret client data to identify suitable solutions

Skills & Experience

Experienced in IFA Administration and report writing

Strong attention to detail and compliance focus

Level 4 Diploma in Regulated Financial Planning (DipPFS) or actively working towards completion

Proficient in Microsoft Office; Curo experience desirable

Excellent organisation and client communication skills

Committed to delivering high-quality, client-focused outcomes

About Express RecruitmentExpress Recruitment has been offering exceptional recruitment solutions across the East Midlands since 1987, "exceeding expectations every time" of over 267,000 candidates.

We supply a diverse range of sectors including Engineering, Technology, Professional Services, Languages, Sales & Marketing, Call Centres, Commercial, Manufacturing, Local Authority, NHS, Education and Voluntary organisations. Find all of our current vacancies on https://bit.ly/3IaEnI7

Not quite found the right role for you yet? Let us do the scrolling for you! Your search for a new role has never been so easy, just fill in our contact form on https://bit.ly/3NHa9NR or give us a call on 0115 924 0010 and we will do the rest for you.

Vacancy SummaryHours: Monday – Friday, Full time

Salary: c£30,000 per annum, D.O.E

Location: Cosby, Leicestershire

Job Type: Permanent

Nottingham: 0115 9240010 | Derby: 01332 646407

This vacancy is being advertised on behalf of Express Recruitment Ltd. The services advertised by Express Recruitment Ltd. Are those of an Employment Agency.

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Extra information

Status

Open

Education Level

Secondary School

Location

Cosby

Type of Contract

Full-time jobs

Published at

03-04-2026

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English