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Permanent

Paraplanner/Technical IFA Administrator -London/Hybrid - £40K-£45K+Excellent Bonus+Generou

London
money-bag 40000.00-40000.00 Annual
3085434435
Posted Today

Boutique Chartered FirmAre you looking to build a long-term career within a highly ethical, client-centric financial planning firm? This boutique, fully independent and Chartered practice is renowned for its integrity, professionalism, and exceptionally high standards. Due to continued growth, they are seeking a bright, motivated Paraplanner / Technical IFA Administrator to support their advice team and develop into a highly skilled technical professional. Why This Opportunity Stands OutWork for a respected Chartered firm that genuinely puts clients firstJoin a close-knit, supportive team that values quality over volumeClear development pathway with full support toward your Level 4 Diploma (if not already achieved)A culture built on ethics, excellence, and continuous learning The RoleYou will play a key part in supporting the advisers with high-quality technical administration, including:Processing fund switches and rebalancing requestsManaging pension transfers and investment transactionsPreparing and drafting initial suitability reportsEnsuring all client documentation is accurate, compliant, and delivered to the highest standardWorking closely with advisers to ensure a seamless client experience About YouThis role is ideal for someone with 2-3 years'' experience in financial planning, wealth management, or a similar environment. You will bring:A degree-level educationProgress toward the Level 4 Diploma (or already completed)Strong technical understanding of pensions, ..... full job details .....

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