Financial Divisions
A well-established and highly regarded Independent Financial Advice firm based in St Albans is seeking an experienced Senior Financial Administrator to join their growing team.
This is an excellent opportunity for a Diploma-qualified individual looking to progress into a Junior Paraplanner role, with full support, development, and long-term career progression on offer.
The Opportunity
Working closely with Financial Advisers and Paraplanners, you will play a key role in supporting the delivery of high-quality financial planning services to clients. The firm is looking for someone ambitious, technically minded, and eager to continue developing within paraplanning.
Key Responsibilities
- Providing high-level administrative support to Advisers and Paraplanners
- Preparing suitability report packs and client review documentation
- Managing new business processing across pensions, investments, and protection
- Liaising with providers and clients
- Processing fund switches, withdrawals, and policy servicing tasks
- Maintaining accurate client records and CRM systems
- Supporting the paraplanning team with research and report preparation
- Assisting with compliance and regulatory requirements
About You
- Diploma qualified (Level 4)
- Previous experience within an IFA or wealth management environment
- Strong technical knowledge of pensions and investments
- Excellent organisational and communication skills
- High attention to detail
- Ambitious and motivated to progress into paraplanning
What’s on Offer
- Salary up to £40,000
- Clear route into a Junior Paraplanner position
- Ongoing professional development and exam support
- Supportive and collaborative team environment
- Long-term career progression opportunities
- Opportunity to join a respected and growing IFA practice
If you are looking to take the next step in your financial planning career within a supportive and forward-thinking business, we would love to hear from you.
To apply for this job please visit www.reed.co.uk.
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