IFA Administrator / Junior Paraplanner
London (near Cannon Street)
£30,000–£42,000
Hybrid: 3 days office / 2 days home**
*Are you an experienced IFA Administrator who has begun your Diploma exams and is ready to move confidently into paraplanning?
*Would you value joining a firm with a dedicated Paraplanning Manager who provides hands-on mentoring and a clear technical development path?
*Are you a junior Paraplanner looking for a company with strong structure, genuine support and long term progression into Senior, Chartered or Advisory roles?
*Do you want to join a business known for exceptional staff retention, where many of our placed candidates continue to progress and build long term careers?
If so, we can help.
Client Overview
This is a well established financial planning firm of around 100 employees, based close to Cannon Street. Paraplanning is a core function within the business, supported by a dedicated Paraplanning Manager who is known for developing talent from early stages.
It is an ideal environment for individuals who have built strong administrative foundations and begun their exams, or junior paraplanners wanting structured growth. Several candidates we have placed here remain in the firm and continue to thrive.
Role Details
*Supporting advisers and paraplanners across a broad range of private client work including pensions, investments, protection and estate planning.
*Preparing client packs, managing pipelines, processing applications and gathering information while beginning to learn suitability report fundamentals.
*Gradual exposure to technical research, calculations and suitability report drafting with support from a highly experienced Paraplanning Manager.
*Access to full administrative support from the wider client services team, allowing you to transition into paraplanning at the right pace.
*Suitable for experienced IFA Administrators with early exam progress, or junior Paraplanners looking to continue developing their technical skills.
Benefits / Details
*Clear progression pathway from administration into paraplanning, and onward to Senior Paraplanner, Chartered status or Adviser roles.
*Long established firm with excellent retention. Many candidates we have placed here remain, progress and speak highly of the positive culture.
*Highly sociable and supportive environment with regular events, charity days and team building activities.
*Hybrid working with two days per week from home after probation.
*23 days holiday plus bank holidays, with the ability to buy and sell additional days.
*Two personal days and 12 paid sick days per year.
*Private medical insurance and Death in Service cover.
*Salary typically £30,000 to £34,000 for experienced IFA Administrators stepping up, and £35,000 to £40,000 for junior Paraplanners with exams underway.
*12% bonus scheme, split between company performance and KPIs.
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.