Senior IFA Administrator Junior Paraplanner Progression - St Albans - Up to £40,000 plus...
other jobs Financial Divisions
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- England,East of England,Hertfordshire
- Full Time, Permanent
- £35,000 - £40,000 per annum
Job Description:
Full job descriptionPlus: Excellent Benefits + Annual Bonus
A highly respected, modern independent financial planning firm in central St Albans is looking for an experienced Senior Financial Administrator who is ready to take the next step toward becoming a Junior Paraplanner.
If you’re Diploma-qualified (or close to it) and want to join a supportive, forward-thinking business that genuinely invests in your development, this is an outstanding opportunity.
Why This Firm?
Founded by experienced Financial Planners with a passion for truly personal, transparent advice, the firm has grown through referrals, trusted client relationships, and exceptional service. They combine modern technology with a warm, collaborative culture where progression, flexibility, and professional growth are genuinely prioritised.
The Role
You’ll work closely with Advisers and Paraplanners, ensuring a smooth client journey and supporting the firm’s continued growth. This position offers a clear, structured pathway into paraplanning, with full training and exam support.
Key Responsibilities
*Providing high-level administrative support to Advisers
*Processing new business across pensions, investments, and protection
*Preparing client review packs and suitability documentation
*Liaising with clients and product providers
*Maintaining accurate CRM and back-office records
*Assisting with technical research and suitability report preparation
*Supporting compliance and regulatory processes
*Delivering an exceptional client experience throughout the advice process
About You
*Level 4 Diploma qualified (or working towards completion)
*Experience within an IFA or wealth management environment
*Strong understanding of pensions, investments, and financial planning processes
*Excellent communication and organisational skills
*High attention to detail and accuracy
*Ambitious, proactive, and keen to progress into paraplanning
What’s on Offer
*Salary up to £40,000
*Guaranteed progression into a Junior Paraplanner role
*Ongoing study support and funded exams
*A collaborative, modern working environment
*Supportive leadership team who value development
*Long-term career growth within a growing, reputable firm
If you’re ready to take the next step in your financial planning career and join a business that truly supports your progression, we’d love to hear from you.
Please send your CV to Ursula at Financial Divisions
A highly respected, modern independent financial planning firm in central St Albans is looking for an experienced Senior Financial Administrator who is ready to take the next step toward becoming a Junior Paraplanner.
If you’re Diploma-qualified (or close to it) and want to join a supportive, forward-thinking business that genuinely invests in your development, this is an outstanding opportunity.
Why This Firm?
Founded by experienced Financial Planners with a passion for truly personal, transparent advice, the firm has grown through referrals, trusted client relationships, and exceptional service. They combine modern technology with a warm, collaborative culture where progression, flexibility, and professional growth are genuinely prioritised.
The Role
You’ll work closely with Advisers and Paraplanners, ensuring a smooth client journey and supporting the firm’s continued growth. This position offers a clear, structured pathway into paraplanning, with full training and exam support.
Key Responsibilities
*Providing high-level administrative support to Advisers
*Processing new business across pensions, investments, and protection
*Preparing client review packs and suitability documentation
*Liaising with clients and product providers
*Maintaining accurate CRM and back-office records
*Assisting with technical research and suitability report preparation
*Supporting compliance and regulatory processes
*Delivering an exceptional client experience throughout the advice process
About You
*Level 4 Diploma qualified (or working towards completion)
*Experience within an IFA or wealth management environment
*Strong understanding of pensions, investments, and financial planning processes
*Excellent communication and organisational skills
*High attention to detail and accuracy
*Ambitious, proactive, and keen to progress into paraplanning
What’s on Offer
*Salary up to £40,000
*Guaranteed progression into a Junior Paraplanner role
*Ongoing study support and funded exams
*A collaborative, modern working environment
*Supportive leadership team who value development
*Long-term career growth within a growing, reputable firm
If you’re ready to take the next step in your financial planning career and join a business that truly supports your progression, we’d love to hear from you.
Please send your CV to Ursula at Financial Divisions
Job number 3797436
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Company Details:
Financial Divisions
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