Full job descriptionFinancial Planning Administrator
Grantham
Salary up to £28,000


Fully Funded Exams & Career Progression into Paraplanning
Looking 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 clear pathway into Paraplanning.
NJR Recruitment is partnering with an established Grantham-based firm that is expanding its team. They are seeking an IFA Administrator to support a team of Financial Planners and Paraplanners while developing technical expertise and progressing professionally.


You’ll be joining 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.


What you’ll be doing:


o Supporting Financial Planners and Paraplanners with day-to-day administration
o Processing new business across pensions, investments and protection products
o Preparing client meeting and review documentation
o Liaising with clients and product providers
o Maintaining accurate records on back-office systems
o Gaining hands-on experience across the full financial planning process


What we’re looking for:


o Industry-related experience within Financial Planning / IFA is essential
o Alternatively, strong transferable experience within financial services
o Excellent communication and organisational skills
o A genuine interest in progressing into Paraplanning
o Motivated, detail-focused and professional


What’s in it for you:


Fully funded professional exams
Clear progression into a Paraplanner role
Supportive and collaborative team culture
Exposure to high-quality HNW client work
Long-term career development in a growing firm


Interested
Contact NJR Recruitment quoting REF: NJR17059 for more information.