Paraplanner / Senior IFA Administrator

Maidstone, Kent

Permanent | Hybrid (4 days office / 1 day WFH)

£35,000 – £40,000 DOE

A well-established and highly regarded independent financial planning (IFA) firm, is looking to hire an experienced Senior IFA Administrator / Paraplanner to join their Maidstone office in a hybrid responsibility role.

This role has become available following the retirement of a long-standing paraplanner and will play a key part in supporting advisers during a period of continued growth.

The Role

This is a hands-on crossover position, combining senior IFA administration with genuine paraplanning responsibility. You’ll work closely with advisers to support the full advice process and ensure a high standard of client service.

Key Responsibilities

• Answering client phone calls and emails
• General IFA administration and document management (SharePoint)
• Preparing LOIs, application forms and provider correspondence
• Carrying out chargeable event calculations (bonds)
• Investment and product research (whole of market)
• Writing and assisting with suitability reports
• Preparing client meeting packs and paperwork
• Occasional client interaction and attendance at VIP client events

Client contact is primarily via phone and email, with some in-office support as needed.

Experience & Qualifications

• Experience matters more than job title
• Ideally 5+ years’ experience within an IFA / wealth management environment (flexible for the right profile)
• Must have genuine whole-of-market paraplanning exposure
• Strong attention to detail and confident working independently
• Comfortable blending admin and paraplanning (not precious about tasks)

Qualifications:

• Fully qualified not required
• Part-qualified welcome
• Level 4 Diploma desirable, but not essential

Training & Development

• Full support for exam entry and learning materials
• Study support provided
• Expectation of ownership and commitment to passing exams

Systems

• Intelligent Office (IO) – primary CRM
• Cashflow forecasting tools
• IRS system for quotations / annuity work
• SharePoint document management

Working Pattern

• Maidstone office-based role
• Typically 4 days in the office / 1 day WFH
• Will consider 3 days office / 2 days WFH for a strong, experienced hire
• Flexibility expected during probation and busy periods

Salary

• £35,000 – £40,000, depending on experience
• Strong, self-sufficient paraplanners may command higher locally