Hybrid IFA Administrator / Paraplanner Coventry Area Full-Time Office-Based 9:00am 5:30pm
A growing financial planning firm in the Coventry area is looking to recruit a Hybrid Administrator / Paraplanner to join their close-knit team of 20 staff.
This is a varied role offering exposure across both administration and paraplanning duties, making it ideal for someone looking to develop technically within a supportive environment.
The Role: You will support advisers across the full client journey, assisting with both core administrative responsibilities and technical paraplanning work.
With 6 administrators supporting advisers across the business, you ll be joining a collaborative and structured team environment.
Key Responsibilities
* New business processing and submissions
* Liaising with providers and platforms
* Preparing client documentation and review packs
* Research and technical analysis
* Assisting with suitability report preparation
* Supporting advisers with ongoing case work
* Managing client records and compliance documentation
What s on Offer
* Fully office-based (9:00am 5:30pm)
* Regular bonus structure
* Strong salary increases after Year 1 and Year 2
* Fully funded professional exams
* Clear long-term development opportunities
* A business that actively promotes support staff into Adviser roles
If you re currently in IFA administration looking to gain more technical exposure, or a paraplanner looking for a firm with great opportunity for the future, this could be a strong next step.
Please get in touch for a confidential discussion.
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