Boutique Chartered Firm
Are you looking to build a long-term career within a highly ethical, client-centric financial planning firm? This boutique, fully independent and Chartered practice is renowned for its integrity, professionalism, and exceptionally high standards. Due to continued growth, they are seeking a bright, motivated Paraplanner / Technical IFA Administrator to support their advice team and develop into a highly skilled technical professional.
Why This Opportunity Stands Out
*Work for a respected Chartered firm that genuinely puts clients first
*Join a close-knit, supportive team that values quality over volume
*Clear development pathway with full support toward your Level 4 Diploma (if not already achieved)
*A culture built on ethics, excellence, and continuous learning
The Role
You will play a key part in supporting the advisers with high-quality technical administration, including:
*Processing fund switches and rebalancing requests
*Managing pension transfers and investment transactions
*Preparing and drafting initial suitability reports
*Ensuring all client documentation is accurate, compliant, and delivered to the highest standard
*Working closely with advisers to ensure a seamless client experience
About You
This role is ideal for someone with 2–3 years’ experience in financial planning, wealth management, or a similar environment. You will bring:
*A degree-level education
*Progress toward the Level 4 Diploma (or already completed)
*Strong technical understanding of pensions, investments, and financial planning processes
*Excellent attention to detail and a proactive, professional approach
*A genuine desire to grow, develop, and progress within a high-quality firm
What’s on Offer
*£40,000–£45,000 salary depending on experience
*Excellent bonus scheme
*Generous benefits package
*Full study support and ongoing professional development
*The chance to build a long-term career with a firm that invests in its people
If you’re ambitious, detail-driven, and ready to take the next step in your financial planning career, this is an exceptional opportunity to join a firm that will support your growth and help you achieve your professional aspirations.