Full job descriptionExcellent Benefits & Annual Bonus


A modern, independent financial planning firm based in the heart of St Albans is looking to appoint a 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 within a supportive, collaborative, and forward-thinking environment.
Founded by highly experienced Financial Planners with a passion for delivering genuinely personal advice, the firm has built a strong reputation through client referrals, trusted relationships, and exceptional service. Their philosophy is simple putting clients first and making financial planning more approachable, transparent, and effective.
The business combines modern technology with a highly personal approach and offers a fantastic culture where development, flexibility, and teamwork are truly valued.
The Role
You will work closely with the Advisers and support team, playing a key role in delivering a seamless client journey while supporting the business’s continued growth.
This role offers genuine progression into paraplanning for someone looking to further develop their technical knowledge and build a long-term career within financial planning.
Key Responsibilities
*Supporting Financial Advisers with day-to-day administration
*Processing new business across pensions, investments, and protection
*Preparing client review packs and documentation
*Liaising with providers and clients
*Maintaining accurate CRM and back-office records
*Assisting with technical research and suitability report preparation
*Supporting compliance and regulatory processes
*Delivering outstanding client service throughout the advice process
About You
*Diploma qualified (Level 4) or working towards completion
*Experience within an IFA or wealth management environment
*Strong understanding of pensions and investments
*Excellent organisational and communication skills
*High attention to detail and accuracy
*Ambitious and keen to progress into paraplanning
What’s on Offer
*Salary up to £40,000
*Clear route into a Junior Paraplanner role
*Ongoing professional development and exam support
*Supportive and approachable leadership team
*Modern and collaborative working environment
*Opportunity to join an ambitious and growing business
*Long-term career progression
If you are looking to join a progressive and personable financial planning firm where your development is genuinely supported, we would love to hear from you.