Wealth Planning Admin/ Junior Paraplanner

Location: Leamington Spa

Salary: £30,000 - £36,000 (depending on experience)

Hybrid: 1 day WFH (Wednesday)

The opportunity

We're working with a well-established, boutique wealth planning firm based in Leamington Spa-known for their friendly, family-oriented culture and the genuine care they show to both clients and employees.

This is a fantastic opportunity for a technical-minded IFA Administrator who's ready to take the next step towards paraplanning. You'll be working closely with the Director and advisers, getting involved in annual review work, cashflow preparation, and suitability report writing, while having the support of a PA who handles diary management and meeting bookings.

The advisers currently do their own paraplanning but are keen to mentor and support someone who would like to gradually take this on-making this a brilliant role for someone ready to build their technical confidence in a collaborative setting.

What you'll be doing

• Work directly alongside the Director to support client meetings-both pre and post-meeting
• Prepare and process annual review packs and client documentation
• Get involved in cashflow modelling and suitability report writing
• Maintain client records and liaise with providers to gather plan information
• Collaborate closely with advisers and the wider team to ensure a seamless client experience

This role is ideal if you enjoy the technical side of administration and want to develop your skills towards paraplanning, with hands-on mentoring and support.

What makes this role stand out

• A clear, supported route into paraplanning - with mentoring from advisers who currently complete their own reports
• Dedicated PA support for diary and meeting admin, so you can focus on the technical work
• A dedicated Practice Manager ensuring smooth operations and additional support for the team
• Friendly, close-knit environment where everyone is valued
• Lovely modern offices in central Leamington Spa
• 1 day WFH (Wednesday) for flexibility
• Full training and mentoring to help you grow your technical expertise
• Competitive salary of £30,000-£35,000 depending on experience

The culture

You'll be joining a small, supportive firm where collaboration is at the heart of everything. The advisers are approachable, generous with their knowledge, and genuinely committed to helping you progress into paraplanning at a pace that suits you.

Next steps

If you're an experienced administrator who enjoys the technical side of financial planning and wants to move towards paraplanning, this could be the perfect next step. Apply today or get in touch to chat through the details in confidence.