IFA Administrator / Junior Paraplanner

Location: Northampton

Salary: Negotiable

The Opportunity

A well-established and highly regarded independent financial planning firm is looking to appoint an IFA Administrator / Junior Paraplanner to join its growing team in Northampton.

This position offers an excellent opportunity for an ambitious individual looking to develop a long-term career within financial planning. Working closely with experienced advisers and paraplanners, you will gain valuable exposure across all aspects of the advice process while benefiting from ongoing training and career development support.

Key Responsibilities

• Supporting advisers and paraplanners with the preparation of suitability reports and client recommendations
• Conducting product, fund and technical research to assist in the delivery of financial planning advice
• Liaising with providers, platforms and clients to obtain relevant information and documentation
• Maintaining accurate client records and ensuring all files meet regulatory and compliance standards
• Providing administrative and technical support throughout the client journey
• Assisting with new business processing, policy servicing and client reviews

Requirements

• Previous experience within an IFA, wealth management or financial planning environment. Ideally in a position which involved supporting financial planners.
• A genuine interest in financial planning and a desire to progress within the profession
• Progress towards the Level 4 Diploma in Regulated Financial Planning would be advantageous
• Strong organisational skills with excellent attention to detail
• Confident communication skills, both written and verbal
• A proactive attitude with a willingness to learn and develop

What's on Offer

• Generous holiday entitlement
• Annual bonus
• Enhanced pension scheme
• Flexible working arrangements
• Annual discretionary bonus
• Full exam support and assistance with professional qualifications
• Life assurance cover
• Clear progression opportunities within a supportive and collaborative team environment
• Other Flexible Benefits

This is an excellent opportunity to join a growing and client-focused financial planning firm that is committed to developing its people and supporting long-term career progression.