Location
Bourne End
Salary £30000 - £40000 TypePermanent WorkplaceOn-Site Ref87686
Recruiter Managing This Role
IFA Administrator / Paraplanner
Location: Buckinghamshire
Salary: Up to £38,000
Are you an organised and detail-oriented individual with experience in financial planning support? Were working with a highly regarded wealth management firm in Buckinghamshire that is seeking an IFA Administrator / Paraplanner to join their close-knit team.
This is a fantastic opportunity for someone who enjoys supporting the financial advice process from start to finish and wants to grow their career in a collaborative and professional environment.
Key Responsibilities:
1. Accurately collating and maintaining client information
2. Processing investment platform administration with efficiency and care
3. Conducting thorough research to support financial advice
4. Producing client illustrations and documentation
5. Assisting in managing the advice process through to completion
What Were Looking For:
6. Prior work history within a Financial Planning firm
7. Excellent communication skills with both clients and internal team
8. A keen eye for accuracy and strong attention to detail
9. Self-motivation and a proactive attitude toward learning and development
10. A collaborative mindset and the ability to work well within a small, dedicated team
Whether youre an experienced administrator looking to step into paraplanning, or already working in a paraplanner role and want to refine your skills further, this could be the right next step.
Apply now to find out more or get in touch for a confidential conversation.