Senior IFA Administrator/Trainee Paraplanner

Role : Senior IFA Admin/Trainee Paraplanner

Location : Wolverhampton

Basic Salary : Up to £40,000

Hours : 9am - 5pm, Monday - Friday

About our client and the role

Swarm Recruitment are delighted to be supporting a small, family-run independent financial planning firm, in their search for a Senior IFA Administrator/Trainee Paraplanner/Paraplanner. They specialise in wealth management, retirement planning, investments, protection and mortgages, with a strong emphasis on holistic advice and long-term client relationships.

The firm offers a genuinely supportive and friendly working environment, with a close-knit team of 7 - 8 staff who work collaboratively and maintain a positive workplace culture. The team is known for being approachable, hardworking, and efficient, creating a stable and enjoyable place to work.

This is a fantastic opportunity to join a well-established, financial planning firm...