A well-established and highly regarded Independent Financial Advice firm based in St Albans is seeking an experienced 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, with full support, development, and long-term career progression on offer.

The Opportunity

Working closely with Financial Advisers and Paraplanners, you will play a key role in supporting the delivery of high-quality financial planning services to clients. The firm is looking for someone ambitious, technically minded, and eager to continue developing within paraplanning.

Key Responsibilities

• Providing high-level administrative support to Advisers and Paraplanners
• Preparing suitability report packs and client review documentation
• Managing new business processing across pensions, investments, and protection
• Liaising with providers and clients
• Processing fund switches, withdrawals, and policy servicing tasks
• Maintaining accurate client records and CRM systems
• Supporting the paraplanning team with research and report preparation
• Assisting with compliance and regulatory requirements

About You

• Diploma qualified (Level 4)
• Previous experience within an IFA or wealth management environment
• Strong technical knowledge of pensions and investments
• Excellent organisational and communication skills
• High attention to detail
• Ambitious and motivated to progress into paraplanning

What’s on Offer

• Salary up to £40,000
• Clear route into a Junior Paraplanner position
• Ongoing professional development and exam support
• Supportive and collaborative team environment
• Long-term career progression opportunities
• Opportunity to join a respected and growing IFA practice

If you are looking to take the next step in your financial planning career within a supportive and forward-thinking business, we would love to hear from you.