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 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: 5419079191