Technical Admin

Description

Hybrid IFA Administrator / Paraplanner

Coventry Area | Full-Time | Office-Based | 9:00am – 5:30pm

A growing financial planning firm in the Coventry area is looking to recruit a Hybrid Administrator / Paraplanner to join their close-knit team of 20 staff.

This is a varied role offering exposure across both administration and paraplanning duties, making it ideal for someone looking to develop technically within a supportive environment.

The Role

You will support advisers across the full client journey, assisting with both core administrative responsibilities and technical paraplanning work.

With 6 administrators supporting advisers across the business, you’ll be joining a collaborative and structured team environment.

Key Responsibilities

New business processing and submissions

Liaising with providers and platforms

Preparing client documentation and review packs

Research and technical analysis

Assisting with suitability report preparation

Supporting advisers with ongoing case work

Managing client records and compliance documentation What’s on Offer

Fully office-based (9:00am – 5:30pm)

Regular bonus structure

Strong salary increases after Year xjnqpsq 1 and Year 2

Fully funded professional exams

Clear long-term development opportunities

A business that actively promotes support staff into Adviser roles If you’re currently in IFA administration looking to gain more technical exposure, or a paraplanner looking for a firm with great opportunity for the future, this could be a strong next step.

Please get in touch for a confidential discussion

Ad ID: 5418745796