IFA Administrator - Progression to Paraplanner (Study Support Provided)

About the Business
We’re working with a respected, independent financial planning firm known for its caring, family-led culture and long-term commitment to developing its people. The business provides highly personalised advice to business owners, senior executives, and retired professionals, building lasting client relationships through outstanding service and trusted advice.

The firm is forward-thinking and ambitious, with a clear growth plan and a strong track record of promoting from within — many of the current leadership team started in support roles and progressed as the business expanded.

The Opportunity
This is a fantastic opportunity for someone who wants to build a career in financial planning. You’ll start as an IFA Administrator, working closely with experienced Advisors, Paraplanners, and the wider support team to help deliver an exceptional client experience.

You’ll handle a range of admin tasks including preparing client packs, processing new business, liaising with providers, and supporting the onboarding of new clients — learning the foundations of financial planning along the way.

For the right person, there is a clear pathway to progress into a Paraplanner role, with full study support towards industry qualifications provided. You’ll be supported every step of the way as you build your technical knowledge and develop your career.

What We’re Looking For

• Some experience in an IFA, wealth management, or professional services administration role

• Strong organisational skills and excellent attention to detail

• A genuine interest in financial planning and a desire to build a career in the profession

• Confident communicator who enjoys working as part of a supportive team

• Proactive attitude and willingness to learn and develop

Benefits Include:

• Hybrid working (3 days in the office, 2 from home)

• Study support and development plan towards Paraplanning

• Increasing holiday allowance with length of service

• Private medical cover

• Death in service benefit

• A supportive, family-led culture with genuine career progression opportunities

How to Apply
If you’re an experienced administrator ready to take the next step and build a long-term career in financial planning, we’d love to hear from you.