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

Plus: Excellent Benefits + Annual Bonus

A 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 Role

You’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 Responsibilities

• Providing high-level administrative support to Advisers


• Processing new business across pensions, investments, and protection


• Preparing client review packs and suitability documentation


• Liaising with clients and product providers


• Maintaining accurate CRM and back-office records


• Assisting with technical research and suitability report preparation


• Supporting compliance and regulatory processes


• Delivering an exceptional client experience throughout the advice process

About You

• Level 4 Diploma qualified (or working towards completion)


• Experience within an IFA or wealth management environment


• Strong understanding of pensions, investments, and financial planning processes


• Excellent communication and organisational skills


• High attention to detail and accuracy


• Ambitious, proactive, and keen to progress into paraplanning

What’s on Offer

• Salary up to £40,000


• Guaranteed progression into a Junior Paraplanner role


• Ongoing study support and funded exams


• A collaborative, modern working environment


• Supportive leadership team who value development


• Long-term career growth within a growing, reputable firm

If you’re ready to take the next step in your financial planning career and join a business that truly supports your progression, we’d love to hear from you.

Please send your CV to Ursula at Financial Divisions

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