img
Permanent

Senior IFA Administrator Junior Paraplanner Progression - St Albans - Up to £40,000 plus..

St. Albans
money-bag 35000.00-35000.00 Annual
3121139086
Posted Today

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 a

Other jobs of interest...

Blakemore Recruitment
St. AlbansToday
money-bag32000.00-32000.00 Annual
Financial Divisions
LondonToday
money-bag30000.00-30000.00 Annual
Recruit UK
Waltham CrossToday
money-bag25000.00-25000.00 Annual
Recruit Wealth
High WycombeToday
money-bag32500.00-32500.00 Annual
Blakemore Recruitment
LondonToday
money-bag36000.00-36000.00 Annual
mbf.
StonehouseToday
money-bag32000.00-32000.00 Annual
Office Angels
ColchesterToday
money-bag30000.00-30000.00 Annual
EC Appointments Ltd
St. AlbansYesterday
money-bag30000.00-30000.00 Annual
Office Angels
Colchester
money-bag30000.00-30000.00 Annual
Financial Divisions
Hemel Hempstead
money-bag30000.00-30000.00 Annual

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!

Jobs. Straight to your inbox!