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Location
Northampton
Salary
£28k to £33k
Job type
Entry Level
About this role
IFA Administrator / Junior Paraplanner
Location: Northampton
Salary: Negotiable
The Opportunity
A well-established and highly regarded independent financial planning firm is looking to appoint an IFA Administrator / Junior Paraplanner to join its growing team in Northampton.
This position offers an excellent opportunity for an ambitious individual looking to develop a long-term career within financial planning. Working closely with experienced advisers and paraplanners, you will gain valuable exposure across all aspects of the advice process while benefiting from ongoing training and career development support.
Key Responsibilities
Supporting advisers and paraplanners with the preparation of suitability reports and client recommendations
Conducting product, fund and technical research to assist in the delivery of financial planning advice
Liaising with providers, platforms and clients to obtain relevant information and documentation
Maintaining accurate client records and ensuring all files meet regulatory and compliance standards
Providing administrative and technical support throughout the client journey
Assisting with new business processing, policy servicing and client reviews
Requirements
Previous experience within an IFA, wealth management or financial planning environment. Ideally in a position which involved supporting financial planners.
A genuine interest in financial planning and a desire to progress within the profession
Progress towards the Level 4 Diploma in Regulated Financial Planning would be advantageous
Strong organisational skills with excellent attention to detail
Confident communication skills, both written and verbal
A proactive attitude with a willingness to learn and develop
What's on Offer
Generous holiday entitlement
Annual bonus
Enhanced pension scheme
Flexible working arrangements
Annual discretionary bonus
Full exam support and assistance with professional qualifications
Life assurance cover
Clear progression opportunities within a supportive and collaborative team environment
Other Flexible Benefits
This is an excellent opportunity to join a growing and client-focused financial planning firm that is committed to developing its people and supporting long-term career progression.
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