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Permanent

Senior Financial Administrator / Junior Paraplanner Opportunity St Albans Up to £40,000

St. Albans
money-bag 35000.00-35000.00 Annual
3114291192
Posted Yesterday

A well-established and highly regarded Independent Financial Advice firm based in St Albans is seeking an experienced Senior Financial Administrator to join their growing team.This is an excellent opportunity for a Diploma-qualified individual looking to progress into a Junior Paraplanner role, with full support, development, and long-term career progression on offer.The OpportunityWorking closely with Financial Advisers and Paraplanners, you will play a key role in supporting the delivery of high-quality financial planning services to clients. The firm is looking for someone ambitious, technically minded, and eager to continue developing within paraplanning.Key ResponsibilitiesProviding high-level administrative support to Advisers and ParaplannersPreparing suitability report packs and client review documentationManaging new business processing across pensions, investments, and protectionLiaising with providers and clientsProcessing fund switches, withdrawals, and policy servicing tasksMaintaining accurate client records and CRM systemsSupporting the paraplanning team with research and report preparationAssisting with compliance and regulatory requirementsAbout YouDiploma qualified (Level 4)Previous experience within an IFA or wealth management environmentStrong technical knowledge of pensions and investmentsExcellent organisational and communication skillsHigh attention to detailAmbitious and motivated to progress into paraplanningWhat''s on OfferSalary up to £40,000Clear ..... full job details .....

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