Technical IFA Administrator / Junior Paraplanner

Technical IFA Administrator / Junior Paraplanner – Birmingham

A highly regarded and growing wealth management firm in Birmingham is looking to recruit a Technical IFA Administrator / Junior Paraplanner to join its expanding team.

This opportunity is ideally suited to a Level 4 qualified individual with experience within financial planning administration who is looking to take the next step towards a more technical position within a supportive and progressive environment.

The business has an excellent reputation within the market and places a strong emphasis on staff development, internal progression and long-term career growth. They have a collaborative culture and a strong track record of supporting employees moving into Paraplanning and Advisory roles.

The Role Working closely with experienced Advisers and Paraplanners, you will provide technical and administrative support across pensions, investments and protection business while gradually taking on more paraplanning responsibilities over time.

Responsibilities will include:

• Processing and managing new business


• Preparing suitability report information and client review packs


• Conducting provider and product research


• Liaising with clients, providers and advisers


• Managing workflows and case progression


• Supporting the preparation of financial planning recommendations

This is an excellent opportunity for someone who wants to continue building technical knowledge and develop towards a full paraplanning position in the near future.

Salary & Benefits • £34,000 – £38,000 basic salary

• 9% employer pension contribution


• 27 days holiday plus bank holidays


• Private healthcare


• Hybrid working arrangement


• Strong long-term progression opportunities


• Supportive and collaborative team environment

Requirements • Level 4 Diploma qualified (essential)

• Previous experience within IFA Administration or Financial Planning support


• Strong technical understanding of pensions and investments


• Excellent attention to detail and organisational skills


• Ambitious and keen to progress within wealth management

This is a fantastic opportunity to join a stable and highly respected financial planning firm where progression and professional development are genuinely encouraged.

Please apply for further details.

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