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
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