IFA / Wealth Planning Administrator – Progression into Paraplanning
Horsham
Up to £35,000 + bonus
Full-time, office-based (9:00am – 5:00pm, Monday to Friday)
Client Overview
This is a well-established financial planning firm with a team of 15, operating a successful Wealth department alongside a small mortgage arm. They are part of a recognised national network and have built a strong reputation locally for professional, relationship-led advice.
The culture is social, supportive and collaborative. This is a close-knit team where people enjoy working together and where development is genuinely encouraged.
This role would suit an experienced Wealth Planning / IFA Administrator who enjoys client interaction, thrives in a busy environment and is keen to progress into paraplanning over time.
Role Details
*Managing the administration and post-review process for pensions and investment clients.
*Preparing accurate and compliant annual review packs.
*Drafting post-review letters and client correspondence.
*Maintaining client records using XPLAN and 360.
*Booking client appointments and managing adviser diaries.
*Suitable for someone with prior financial services administration experience who is confident, organised and comfortable taking ownership of their workload.
Benefits / Details
*Salary up to £35,000 depending on experience, plus discretionary bonus.
*23 days holiday increasing to 25, plus bank holidays.
*Death in Service, Income Protection and company pension.
*Modern Horsham office with nearby parking.
*Full exam support towards the Diploma in Financial Planning, with genuine progression into paraplanning and long-term development towards advice if desired.
So, if the time feels right to move into a collaborative practice where your technical paraplanning skills are genuinely valued, please apply and we can discuss the role in more detail.