Senior IFA Administrator Junior Paraplanner Progression - St Albans - Up to £40,000 plus..
Plus: Excellent Benefits + Annual BonusA highly respected, modern independent financial planning firm in central St Albans is looking for an experienced Senior Financial Administrator who is ready to take the next step toward becoming a Junior Paraplanner.If you''re Diploma-qualified (or close to it) and want to join a supportive, forward-thinking business that genuinely invests in your development, this is an outstanding opportunity.Why This Firm?Founded by experienced Financial Planners with a passion for truly personal, transparent advice, the firm has grown through referrals, trusted client relationships, and exceptional service. They combine modern technology with a warm, collaborative culture where progression, flexibility, and professional growth are genuinely prioritised.The RoleYou''ll work closely with Advisers and Paraplanners, ensuring a smooth client journey and supporting the firm''s continued growth. This position offers a clear, structured pathway into paraplanning, with full training and exam support.Key ResponsibilitiesProviding high-level administrative support to AdvisersProcessing new business across pensions, investments, and protectionPreparing client review packs and suitability documentationLiaising with clients and product providersMaintaining accurate CRM and back-office recordsAssisting with technical research and suitability report preparationSupporting compliance and regulatory processesDelivering an exceptional client experience throughout the ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!