3 jobs found

Technical IFA Administrator / Junior Paraplanner - Birmingham A highly regarded and growing wealth management firm in Birmingham is looking to recruit a Technical IFA Administrator / Junior Paraplanner to join its expanding team. This opportunity is ideally suited to a Level 4 qualified individual with experience within financial planning administration who is looking to take the next step towards a more technical position within a supportive and progressive environment. The business has an excellent reputation within the market and places a strong emphasis on staff development, internal progression and long-term career growth. They have a collaborative culture and a strong track record of supporting employees moving into Paraplanning and Advisory roles. The Role Working closely with experienced Advisers and Paraplanners, you will provide technical and administrative support across pensions, investments and protection business while gradually taking on more paraplanning responsibilities over time. Responsibilities will include: Processing and managing new business Preparing suitability report information and client review packs Conducting provider and product research Liaising with clients, providers and advisers Managing workflows and case progression Supporting the preparation of financial planning recommendations This is an excellent opportunity for someone who wants to continue building technical knowledge and develop towards a full paraplanning position in the near future. Salary & Benefits £34,000 - £38,000 basic salary 9% employer pension contribution 27 days holiday plus bank holidays Private healthcare Hybrid working arrangement Strong long-term progression opportunities Supportive and collaborative team environment Requirements Level 4 Diploma qualified (essential) Previous experience within IFA Administration or Financial Planning support Strong technical understanding of pensions and investments Excellent attention to detail and organisational skills Ambitious and keen to progress within wealth management This is a fantastic opportunity to join a stable and highly respected financial planning firm where progression and professional development are genuinely encouraged. Please apply for further details.

Plus: 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

Trainee IFA Hertford, hybrid working (1 day WFH) £35,000 - £45,000 We are working with a well-established, boutique IFA firm based in Hertford, who are looking to appoint a Trainee Independent Financial Adviser . This is a fantastic opportunity for an experienced Paraplanner looking to step up into advice or a Junior Adviser seeking a supportive environment to progress their career. About the Firm A close-knit team of four in the Hertford office, working collaboratively where every client is treated as "the firm's client" rather than belonging to one adviser. The existing team includes two highly experienced IFAs, a Paraplanner (progressed from apprentice), and an Administrator. A mature and supportive environment where flexibility, care for clients, and teamwork are central. Details of the Role: Work closely with Advisers to support and gradually take on your own clients. Writing high-quality financial planning reports and ensuring clients receive the best ongoing service. Opportunity to develop into a full Adviser role in a nurturing, collaborative setting. Full or part-time considered, with flexibility to fit the right person. To be considered for this position: An experienced Paraplanner ready to step up , or a Junior IFA looking for a supportive home. Someone who is caring, client-focused, and committed to providing excellent service. Level 4 qualified or an exam away Strong report writing and technical skills. Happy to be part of a small, all-female team - collaboration and a good team fit are key. Benefits: Salary between £35,000 - £45,000 Hybrid working: typically 4 days in the office, 1 day from home (Wednesday). Flexible hours and part-time options are considered. Long-term growth opportunities within an expanding firm. Apply today if you are a motivated Paraplanner ready to make the step into advice, or a Junior Adviser seeking a wonderful environment where client care comes first, this could be the perfect next step. Paraplanner, Junior IFA, Financial Planner, Associate Planner