Senior Financial Administrator route to Junior Paraplanner

St Albans | Up to £40,000

Excellent benefits & Annual Bonus

A modern, independent financial planning firm based in the heart of St Albans is looking to appoint a Senior Financial Administrator to join their growing team.

This is an excellent opportunity for a Diploma-qualified individual looking to progress into a Junior Paraplanner role within a supportive, collaborative, and forward-thinking environment.

Founded by highly experienced Financial Planners with a passion for delivering genuinely personal advice, the firm has built a strong reputation through client referrals, trusted relationships, and exceptional service. Their philosophy is simple — putting clients first and making financial planning more approachable, transparent, and effective.

The business combines modern technology with a highly personal approach and offers a fantastic culture where development, flexibility, and teamwork are truly valued.

The Role

You will work closely with the Advisers and support team, playing a key role in delivering a seamless client journey and helping the business continue its exciting growth plans.

This role offers genuine progression into paraplanning for someone looking to further develop their technical knowledge and long-term career within financial planning.

Key Responsibilities

• Supporting Financial Advisers with day-to-day administration
• Processing new business across pensions, investments, and protection
• Preparing client review packs and documentation
• Liaising with providers and clients
• Maintaining accurate CRM and back-office records
• Assisting with technical research and suitability report preparation
• Supporting compliance and regulatory processes
• Delivering outstanding client service throughout the advice process

About You

• Diploma qualified (Level 4) or working towards completion
• Experience within an IFA or wealth management environment
• Strong understanding of pensions and investments
• Excellent organisational and communication skills
• High attention to detail and accuracy
• Ambitious and keen to progress into paraplanning

What’s on Offer

• Salary up to £40,000
• Clear route into a Junior Paraplanner role
• Ongoing professional development and exam support
• Supportive and approachable leadership team
• Modern and collaborative working environment
• Opportunity to join an ambitious and growing business
• Long-term career progression
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If you are looking to join a progressive and personable financial planning firm where your development is genuinely supported, we would love to hear from you.