Location
EVESHAM
Salary £28000 - £30000 TypePermanent WorkplaceOn-Site Ref89246
An established and steadily expanding wealth management firm in Warwickshire is looking to add an Administrator with the ambition to progress into a full paraplanning role. This is an excellent opportunity for someone who wants structured career development within a supportive, professional environment.
The Business
This regional financial planning firm has built a strong reputation locally, with consistent growth across both the advisory and support teams. The culture encourages collaboration, with administrators and paraplanners working closely together rather than in siloed functions. Staff development is a priority, and the business has a strong track record of progressing people internally.
Why the Role Exists
Ongoing expansion has increased demand on the existing support team. The business is now looking to add an additional headcount to provide relief to the admin and paraplanning function, with a clear long-term intention to develop this person into a fully-fledged paraplanner.
The Opportunity
Youll initially join as an Administrator but will gain exposure to technical work from day one. As your experience and qualifications grow, youll take on more advanced responsibilities and transition into paraplanning.
Key responsibilities include:
1. Preparing reports, illustrations, and client documentation
2. Maintaining accurate client records and handling correspondence
3. Supporting advisers with pre- and post-meeting activity
4. Conducting research and analysis across pensions, investments, and protection
5. Assisting with more complex technical work, including trust and tax planning (full training provided)
Development & Culture
6. Full study support for professional exams (R0s or paraplanning-specific pathways)
7. Highly collaborative environment with strong adviser/support team relationships
8. Genuine opportunity to progress technically without a sales element
9. Positive feedback from recent joiners on the level of support and structured development
Ideal Candidate
10. Experience in financial planning administration or early-stage paraplanning
11. Confident managing client files and adviser support workflows
12. Keen to build technical knowledge and progress into a paraplanning role
13. Comfortable in an office-based environment (35 days per week)
Whats on Offer
14. Salary: £28,000£30,000 depending on experience
15. Clear, genuine route into a paraplanning role
16. Supportive leadership team and strong internal career progression
17. Stable, local office environment with a healthy work-life balance