Senior IFA Administrator → Junior Paraplanner Progression - St Albans
Location: Hertfordshire
Job Ref: US
Salary: Up to £40,000 + Excellent Benefits + Annual Bonus
Work From Home option: Yes
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 ursulasloan@financialdivisions.co.uk