Admin / Paraplanning Support - Independent IFA

We are offering an opportunity for someone who wants to build a career in financial planning and gain hands-on experience in a genuinely independent advice firm. You will play an important role supporting advisers and handling the early stages of paraplanning. This is an excellent route into a paraplanner position, or a stable role for someone who prefers to remain in admin.

What you will be doing

• Preparing client reports, documents and meeting packs
• Gathering data and liaising with product providers
• Updating CRM systems and maintaining accurate client records
• Completing the first stages of suitability reports
• Supporting advisers and ensuring client work progresses smoothly

What we are looking for

• Strong attention to detail and accuracy
• Confident written communication
• Organised, reliable and able to follow processes
• Interest in financial planning and developing new skills

What we offer

• Flexible working
• Free parking
• Life cover
• Supportive, experienced leadership team
• A culture focused on delivering high-quality advice rather than sales targets
• Clear progression path into a full paraplanner role, or the option to remain in admin if that suits you better

This is a focused, fair and professional workplace. You will work directly with decision makers and see how true independent financial advice is delivered.

To apply, please send your CV along with a short introduction.