Senior Administrator

Paraplanner / Technical Support – [Location]
�� Competitive salary + benefits (DOE)
�� Hybrid working available
I’m recruiting for an established Independent Financial Adviser firm who are looking to add a talented Paraplanner / Technical Support professional to their team. This is an excellent opportunity to work closely with Advisers, supporting the delivery of high-quality client outcomes while developing your technical expertise.

Key Responsibilities:

• Maintain and update client records on Intelligent Office (IO)
• Provide research on products and funds for Advisers
• Draft suitability reports in line with compliance standards
• Process applications, instructions, and new business
• Produce valuations and review packs for client meetings
• Obtain accurate quotations, key features, and applications for Adviser appointments
• Review and assess client/adviser documentation for compliance
• Build and maintain strong relationships with clients, colleagues, and providers
• Act as a point of contact for Advisers, clients, and third parties

Skills & Experience Required:

• Experience within a Paraplanning or Financial Services support role
• Strong understanding of the financial planning process
• Skilled in report writing and research, with great attention to detail
• Confident analysing financial data and presenting findings clearly
• Competent IT skills (Microsoft Office, Intelligent Office)
• Excellent interpersonal and communication skills
• Organised, proactive, and able to prioritise workload effectively

Personal Attributes:

• Professional integrity with a client-focused mindset
• Team player with the ability to work independently
• Flexible and adaptable with a commitment to continuous improvement
• Strong problem-solving ability and attention to detail

This role would suit an experienced IFA Administrator, Trainee Paraplanner, or Paraplanner looking to progress in a supportive and professional environment.
If you’d like to explore this opportunity further, feel free to reach out directly.

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