Full job descriptionA well-established and highly regarded Independent Financial Advice firm based in St Albans is seeking an experienced Senior Financial Administrator to join their growing team.
This is an excellent opportunity for a Diploma-qualified individual looking to progress into a Junior Paraplanner role, with full support, development, and long-term career progression on offer.
The Opportunity
Working closely with Financial Advisers and Paraplanners, you will play a key role in supporting the delivery of high-quality financial planning services to clients. The firm is looking for someone ambitious, technically minded, and eager to continue developing within paraplanning.
Key Responsibilities
*Providing high-level administrative support to Advisers and Paraplanners
*Preparing suitability report packs and client review documentation
*Managing new business processing across pensions, investments, and protection
*Liaising with providers and clients
*Processing fund switches, withdrawals, and policy servicing tasks
*Maintaining accurate client records and CRM systems
*Supporting the paraplanning team with research and report preparation
*Assisting with compliance and regulatory requirements
About You
*Diploma qualified (Level 4)
*Previous experience within an IFA or wealth management environment
*Strong technical knowledge of pensions and investments
*Excellent organisational and communication skills
*High attention to detail
*Ambitious and motivated to progress into paraplanning
What’s on Offer
*Salary up to £40,000
*Clear route into a Junior Paraplanner position
*Ongoing professional development and exam support
*Supportive and collaborative team environment
*Long-term career progression opportunities
*Opportunity to join a respected and growing IFA practice
If you are looking to take the next step in your financial planning career within a supportive and forward-thinking business, we would love to hear from you.