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Permanent

IFA Administrator/ Paraplanner

SWARM RECRUITMENT LTD
St. Albans
money-bag £30000 Annual
Posted: 24 June 2026 (Today)
Closing date: 24 July 2026
Ref: 3127755778

Job Title: Senior Administrator / ParaplannerSalary: £30,000 - £48,000 DOE + Discretionary BonusLocation: St Albans (Office-Based)About our clients and the role:Swarm Recruitment is delighted to be partnering with, a directly authorised and fully independent financial planning firm based in the heart of St Albans.Founded by experienced Financial Advisers, the firm was established with a clear vision: to provide genuinely independent, holistic financial advice whilst creating a business where clients and employees alike enjoy a more personal and rewarding experience. The firm is experiencing strong growth and has ambitious plans for the future, with both advisers approaching capacity and requiring additional support to continue delivering exceptional service.As a result, they are looking to recruit a Senior Administrator, Junior Paraplanner, or Paraplanner to join the team. This is a fantastic opportunity for someone who enjoys the technical side of financial planning and is looking to develop their career within a growing independent firm.You will work closely with the existing Paraplanner, who is progressing towards an Adviser role, and will gradually take ownership of key technical responsibilities including research, cashflow modelling, client reviews, suitability support, and case preparation. The successful candidate will have genuine opportunities to progress into a Senior Paraplanner position and potentially manage support staff as the business continues to ..... full job details .....

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